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Loh Tat Tian
18 Mar 2020
Founder at PolicyWoke (We Buy Insurance Policies)
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It is good to take such courses, regardless of whether you want to help others or for yourself.
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I think most of the info that you need you can get from books. As your target is underprivileged fam...
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If you are looking at general concepts, module 1 of CFP or ChFC or even M9 paper would be sufficient knowledge.
The actual planning for low income groups require understanding their unique situation and to reduce expenses and increase income (both are very challenging for them), because they have extremely limited resources, and also trying to keep themselves sane (spending on an ice cream cone of $0.50 is already considered a luxury).
Its easier if you work with government subsidises and to manage their expectations. They likely may not even have budget for insurance.