Frequently asked questions

To know more about becoming a life planner
How do I get started to become a life planner?
  1. Attend to our one-month full training courses.
  2. Register for exam to be a certified planner.
Can I start part-time or full-time?

You may start either part time or full time. We will plan together according to your personal goals.

Do I have to resign from my job?

You may start either part time or full time. We will plan together according to your personal goals.

I am not from the financial industry. Can I still join as a life planner?
  1. Yes, anyone can join even though you do not have financial background.
  2. The minimum requirement is SPM with 5 credits including Malay language.
  3. Diploma or degree graduates will have added advantage.
What are the benefits of becoming a life planner?
  1. High commission
  2. Passive income opportunity
  3. EPF contribution
  4. Flexible working hours
  5. Promotion by credits
  6. Overseas trip awards
  7. Business succession to your next of kin
  8. Manager promotion bonus
  9. Overriding income on your team
  10. Recurring income for up to 6 years
Are there benefits of becoming a life planner with your agency?
  1. High commission
  2. Passive income opportunity
  3. EPF contribution
  4. Flexible working hours
  5. Promotion by credits
  6. Overseas trip awards
  7. Business succession to your next of kin
  8. Manager promotion bonus
  9. Overriding income on your team
  10. Recurring income for up to 6 years
Do I have to recruit people?

Team recruitment is optional. However, we do encourage recruitment for you to get passive income. Our company will be there to support you whenever you need our help.

Is a life planner's income stable?

Based on our team experience, life planner income is stable within 3-6 months, depending on individual performance. Company may also offer you basic allowance to help you to get through the first few months.

What it takes to become a full-time planner?
  1. Desire to be successful
  2. Strong goal-driven attitude
  3. Self-discipline
I don't know a lot of people. Can I still join as a life planner?

Yes. In fact, a lot of our top producers do not know a lot of people in the beginning. We do provide training to help you to do customer prospecting. Most importantly, it is your own determination to be successful.

Sign Up

Give us a call or fill in the form below and we will contact you. We endeavor to answer all inquiries within 24 hours on business days.