Rajandran CFP, AIA Life Planner

07/05/2022

23/04/2022

Recently, I’ve sent out an email to the Mentoring Family about the Estate Planning Pyramid (part of the Estate Planning Framework) and a lot of advisors have been messaging me telling me they want to know more about it. Therefore, I’ve quickly put together a video about this Pyramid framework that I want you to watch. 👇🏻

Video link: https://mentor.sanjaytolani.com/estateplanningpyramid

In this video, I want to share with you what exactly is the Estate Planning Pyramid and what are the aspects that an advisor should focus on. Hopefully this can help you build better estate planning plans for your clients which indirectly opens to bigger cases.

There are 7 aspects of the estate planning pyramid. They are:
🖋Legal
💰Tax
🏠 Inheritance
💝 Charity
🖼 Retirement
💵 Income
🔐 Asset Transfer

Now, all of these aspects have their own level of importance. I want you to realise that as a financial advisor, we SHOULD NOT be covering or providing advice on all the 7 aspects.

For those of you who would like to know exactly how I use these 7 steps to open bigger cases, I’ll be sharing them in depth during the Estate Planning Workshop in Singapore and Malaysia between 28th April - 21st May. See you there! 💪🏻

04/04/2022

01/02/2022

Info Cukai - Ambang Jumlah Pendapatan Individu Tidak Dikenakan Cukai Pendapatan Bagi Tahun Taksiran 2021

13/01/2022

01/01/2022

Obtained his Law degree from University Kebangsaan Malaysia and commenced practice in 2013. Ron underwent his pupillage-in-chamber under the guidance of Mr Gooi Soon Seng of Messrs Gooi & Azura where he was exposed to both conveyancing and litigation profiles.

23/12/2021

Our thoughts and prayers go out to all Malaysians who have had their homes and livelihoods devastated by the recent floods. Here are some tips for safety and precaution as the waters recede and clean up commences - feel free to share them with your friends and family.

19/12/2021

Money goals don't always have to be very long term and audacious. Setting small money milestones can give us a confidence boost and make a big difference in our journey towards personal wealth!

As we approach the end of 2021, it is important to reflect on our money goals and habits. Don't wait for the new year to get started, start making your journey to better finances now by picking one of the money moves below.

What will be your money move for the week?

You can also get an understanding on your financial needs by answering a few simple questions via AIA’s Financial Health Check 🔗👆 https://bit.ly/3IvFSAs

04/12/2021

Anda layak menerima pelepasan taksiran cukai pendapatan pada tahun ini?

Ya! Dengan membuat simpanan di Simpan SSPN, anda dapat menikmati pelepasan taksiran cukai pendapatan sehingga
RM 8,000 setahun!

Untuk pertanyaan lanjut, hubungi kami di lima (5) saluran berikut:
1. Careline | 03-2193 3000
2. Live Chat | www.ptptn.gov.my
3. e-Aduan | https://eaduan.ptptn.gov.my/
4. Eksekutif Pemasaran | https://www.ptptn.gov.my/hubungi-ptptn
5. Media Sosial | Perbadanan Tabung Pendidikan Tinggi Nasional (PTPTN)

Layari pautan berikut untuk informasi selanjutnya: https://lovesspn.com/PelepasanTaksiranCukaiSimpanSSPN/

26/11/2021

Submitting your claims has never been faster or easier with the My AIA app. Track your claims, enjoy faster processing and payments, and more! Just log in to the My AIA app to submit your claim! For more information, contact your Life Planner today.

08/11/2021

Managing your personal finances can be challenging at times, especially if you do not have a plan in place to track your spending, commitments, savings, or investments. But it doesn’t always have to be this way.

At AIA, we want to help you lessen your worries through a simple e-learning module on financial planning. Learn more at: https://bit.ly/3BVptRb