WorksheetsWS Wins
Total questions: 15
Worksheet time: 9mins
WinServe Solutions (WS) Group people are ___ H2O
(3 not so , 5 okok nia, 8 sometimes, 10 always )
3
10
5
8
What does the shortform D.I.T.O. Malaysia commonly refer to?
Dinosaur
Agree / same here
David, Ian Teoh & Others
Digital Insurers Takaful Operators
Which region has the most Billionaires?
Americas
Europe
Middle East & Africa
Asia Pacific
What are Insurance Agents role as Asset Managers?
build Assets to reach financial objectives
show future liquid assets for business success
manage generational wealth
control risk to reduce financial loss
What is premium financing?
for premium rich customers to buy insurance
use premium debts to increase risk
Take Loan to buy Life Insurance
use cash value
in life insurance
What Insurance Agents oversee as Risk Manager?
build assets to reach financial objectives
show future liquid assets for business success
manage generational wealth
Control Risk to reduce financial loss
Which Stock Exchange NOT in its correct Country?
KLSE BURSA - Malaysia
New York Stock Exchange
- USA
Euronext - United Kingdom
Shanghai Stock Exchange
- China
What are Insurance Agents objectives as Corporate Finance Planner?
build assets to reach financial objectives
Plan to show future liquid assets for business success
manage generational wealth
control risk to reduce financial loss
Which is NOT an essential asset in wealth management?
Insurance
Cash
Crypto
Property
What is R.O.I. in real estate industry ?
the profitability of an investment
Randy or Ian
Rules of Interaction
Rights of Ink
What do you get in return for buying bonds?
Coupons
Dividends
Profits
Rental
· Why do family offices partner with Insurance Agents?
build assets to reach financial objectives
show future liquid assets for business success
Manage Generational wealth
control risk to reduce financial loss
Since 1980, what is
Fixed Deposit Interest Rate in Malaysia?
Highest __ (%)Lowest —— (%) in history
(H) 12 (L) 4
(H) 9.75 (L) 1.56
(H) 10 (L) 5
(H) 8 (L) 3
Cryptocurrencies first traded in 2009.
What's the highest loss / wiped off in a single day in history?
(i.e. in year 2022)
$100 Billion
$275 Billion
$300 Billion
$400 Billion
70% of families lose their capital in 2nd Gen
and 90% lose it in the third.
What are NOT generational wealth strategies ?
Limited Liability Entity
Insurance
Asset Protection Trust
Do nothing
