Training Seminar for Insurance Sales Employees Requests for "Inheritance Knowledge to Achieve Insurance Sales Results" are now being accepted.

The Japan Inheritance Research Institute (Location: Shinagawa-ku, Tokyo; Representative Director: Emiko Honma) began accepting requests for its training seminar for insurance sales staff, "Inheritance Knowledge to Achieve Insurance Sales Results," on Thursday, April 25, 2024.

Training Seminar for Insurance Sales Staff - Requests are now being accepted.

The use of insurance is very useful and effective for inheritance and estate tax planning.

However, when talking with insurance salespeople, we feel that their knowledge in the field of inheritance is not well organized and that their ability to make proposals in the field of sales is weak, and that they do not know how to make good proposals for the benefit of their customers.

Therefore, this training seminar is designed to help those in the insurance industry to tackle inheritance planning without psychological barriers and to understand inheritance, especially gift-giving, in a systematic manner, by providing easy-to-understand explanations. We will also provide you with new and cutting-edge knowledge that is almost unknown in the industry.

Through this training seminar, the Institute aims to further promote better inheritance planning and the healthy development of the inheritance planning industry in Japan.

Contents (in no particular order)

The nine types of gifts and their characteristics

Thorough explanation of the risks and pitfalls of gifts to grandchildren

Taking advantage of the risks and disadvantages of gift-giving

Cutting-edge new knowledge to provide unparalleled proposals.

The latest knowledge to make your knowledge from old age to inheritance a source of trust and strength.

This seminar is led by an instructor who has conducted over 700 inheritance seminars in the past and is in constant contact with clients' concerns through question-and-answer sessions and consultations. He will share a variety of information and reference knowledge through his firsthand experience in the field of consultation.

URL for this seminar: https://jsr.or.jp/for_insurancer/

About Requests for Lecturers and Lectures

We can flexibly accommodate requests for 60-minute, 90-minute, or 2 x 60-minute seminars, as well as online delivery.

Please see this page for more details about requests for lecturers and presentations.

https://jsr.or.jp/seminarcoverage-request/

Study Sessions - For insurance companies, investment companies, etc.

■Instructor Profile

Fumiya Homma, Director, Japan Inheritance Planning Institute

Financial Planner (FP specializing in inheritance and business succession), Real Estate Consultant

Executive Director, NPO Kansai Business Recovery Support Center (2010)

2011 Director, NPO BS Management Research Institute

Director, Japan Inheritance Research Institute (2016)

Financial Planner, Real Estate Agent, Certified Real Estate Consulting Master

Representative Director, XIT Corporation

Lectures at: Tokyo Certified Public Tax Accountants Cooperative Association (36-hour training instructor), Tokyo Association of Land and Building Investigators, Tokyo Association of Real Estate Agents, 2020 Asset Management EXPO Osaka, National Public Service Mutual Aid Association, Metropolitan Police Department Employees Mutual Aid Association, NTT DATA (JA Bank), Waseda University Extension Center, Omuta Corporation Association, Daiichi Sankyo Business Associe Labor Union, insurance companies, house manufacturers, property management companies, etc.