Strategic Premium Financing for Modern Wealth Planning
Event Information
📅 Date: 24-Jan-2026 (SAT)
🕕 Time: 11:00 – 12:00
📍 Venue: 37-3A & 37-05 Menara Eco World (formerly known as Menara The Stride)
* Free parking for the first three hours – LaLaport
🔖 Fee: Free
The talk is free this month! Limited-time offer – don’t miss out!
Event Outline
How leverage enhances protection, liquidity, and long-term capital efficiency
Premium financing has evolved from a product-driven conversation into a strategic capital tool within modern wealth planning. This session explores how structured borrowing can be used to scale premium capacity, strengthen protection layers, and preserve liquidity while supporting long-term family objectives.
Key areas we will cover:
- Using credit leverage to expand coverage and enhance asset-protection strategies
- The role and boundaries of leverage in multi-generational planning
- Common financing models used by HNW families and real-world application scenarios
- How insurance shifts from an expense to a capital-efficient instrument
This session is designed for advisers serving HNW clients, family-enterprise professionals, and independent agencies seeking a deeper understanding of how premium financing fits into today’s sophisticated wealth frameworks. It offers a clear, strategic perspective on how leverage can be responsibly integrated into legacy, liquidity, and capital-allocation decisions.
Mr. Benn Lee
Business Development Manager of Timeless International Family Office
Benn Lee is a Business Development Manager at Timeless International Family Office, with over 15 years of experience across Private Wealth Advisory, offshore trust planning, and family office services. His background spans banking, insurance, and asset management, where he has delivered bespoke financial solutions to high-net-worth individuals and institutions.
Benn was consecutively recognized as a Million Dollar Advisor at one of Malaysia’s top investment banks and achieved Million Dollar Round Table (MDRT) qualification during his time in the insurance sector. These distinctions reflect his ability to craft strategic, results-driven investment and wealth preservation plans.
At Timeless, Benn plays a key role in business expansion, advising on tax-efficient structures, cross-border investments, and succession planning. His clientele includes prominent families seeking support on intergenerational wealth transfer and multi-jurisdictional trust structuring.
A frequent speaker and consultant, Benn is known for his analytical depth, market insight, and regional network—helping clients navigate complex financial landscapes while securing long-term legacy and impact.
This Event is Fully Booked
Thank you for your interest!
Subscribe to our email list or follow us on social media to be the first to know about our next event.
