Legacy Advisors Workshop
Legacy Estate Planning Workshop
Legacy Estate Planning Workshop
Increase Your Case Size 3x Faster By Unlocking The Final Pillar To Your Advisory Business.
Join COT/TOT Mentor, Darren Tan, and Discover the Proven Legacy Planning Framework Used by Top 1% Advisors.
Unmute: Important Message To All Financial Advisors
Registration Closes In:
Upcoming Workshop:
Wednesday, 29th April 2026 - 8pm
Held Online, via Zoom (Singapore)
Here's What You'll Discover:
How To 3x Your Case Size By Applying Estate Planning to Close High-Value Cases
Uncover strategies to turn knowledge into actionable steps for securing bigger deals.How To Attract and Engage High-Net-Worth Clients Who Value Expertise
Learn proven methods to build trust with affluent clients and secure more significant deals.How To Avoid Common Mistakes Keeping You From Earning More
Identify the pitfalls that stop financial advisors from maximizing commissions.Insider Legacy Advisor Secrets
Used by the top 1% of people in the financial advisory industry, which helps leapfrog your career progression 3x faster.
Usual Workshop Price:
$1,200
FREE
Registration Closes In:
You Know The First 3 Pillars...
You Know The First 3 Pillars...
But You're Missing The Final One That Matters The Most In Your Financial Advisory Journey.
But You're Missing The Final One That Matters The Most In Your Financial Advisory Journey.
But after serving a client for 10 or 20 years, many advisors suddenly become irrelevant. Why?
But after serving a client for 10 or 20 years, many advisors suddenly become irrelevant. Why?
Because they lack the 4th Pillar. Without it, you risk losing your best clients just when they need you most.
Because they lack the 4th Pillar. Without it, you risk losing your best clients just when they need you most.
Are you hitting a ceiling despite working harder every year?
Do you feel 'irrelevant' when high-net-worth clients discuss legacy?
Tired of chasing small cases while others close multi-million deals?
Are you hitting a ceiling despite working harder every year?
Do you feel 'irrelevant' when high-net-worth clients discuss legacy?
Tired of chasing small cases while others close multi-million deals?
THE SOLUTION
The Missing Piece:
Wealth Distribution
The Missing Piece:
Wealth Distribution
(Legacy Planning)
(Legacy Planning)
Legacy Planning is not just about writing wills. It is the key to unlocking bigger case sizes, deeper trust, and true efficiency in your practice.
Bigger Case Sizes
Solve bigger problems, get paid bigger premiums.
Deep Trust
Become the most important person in your client's life.
Efficiency
Stop grinding 24/7. Close fewer cases with higher value.
From COT to TOT: Real Results
From COT to TOT: Real Results
See how advisors like you transformed their careers using the 4th Pillar framework.
"Darren's legacy planning framework gave me the tools to close larger cases with confidence."
"I was stuck at COT and burning out. Darren showed me I was missing the legacy planning piece. We did joint field work... I went from COT to TOT without working more hours."
"I was working very hard as a COT. Darren helped me design a Trust Planning seminar for high-net-worth clients. The result? I hit TOT by solving bigger problems for the same clients."
Hi, I'm Darren Tan Zi Hong, TEP
Hi, I'm Darren Tan Zi Hong, TEP
Legacy Planning Specialist, Master Coach, TOT Mentor.
Legacy Planning Specialist & Master Coach
I am an Estate Planning specialist, part of Singapore’s first cohort of STEP® graduates in Financial Services (Trust and Estate Planning).
With over 23 years of industry experience, I have helped 53 advisors achieve MDRT status by guiding them to close bigger cases through practical estate planning strategies.
"My mission is to elevate 1,000 advisors in their competency so they can influence and be of value to 10,000 families."
Past Community Events
Hear From Our Mentees:
Hear From Our Mentees:
2026 is Your Year for a
Breakthrough.
Don't let another year go by working too hard for too little. Join the masterclass and discover the secret to working half time for double production.
© 2026 PT Estate Planning Pte Ltd. All rights reserved.