High-Net-Worth Insurance Planning Expert
20X MDRT, 7X COT and 4X TOT, Chartered Financial Analyst (CFA) level 3 Candidate
In today’s fast-moving world, doing the bare minimum is no longer enough. This empowering keynote by Gan Chin Soon calls on every individual to step up—not just in title, but in mindset. Through raw storytelling, bold truths, and practical guidance, participants will be challenged to break free from comfort zones, embrace ownership, and take charge of their growth. The message is simple but powerful: you don’t need a new title to lead; you need a new identity. Whether you’re climbing the ladder or leading a team, this session will equip you to create real impact from wherever you are.
MId-Level Professionals, Leaders, Cross-Functional Teams
Ownership shapes success Participants will shift from external blame to internal ownership, seeing themselves as key drivers of outcomes. Re-energized and ready They will feel a renewed sense of purpose, motivation, and belief in their ability to rise and lead. Raise the standard daily They will take proactive steps to contribute more intentionally, communicate with clarity, and lead by example.
In a noisy marketplace, it’s not enough to have a policy—it’s about having a powerful pitch. This practical, energetic session gives insurance professionals the tools to convert appointments into committed clients and shift conversations from protection to value creation. You’ll discover how to position yourself as a trusted advisor, differentiate your offering from competitors, and use expert-based framing to help clients view insurance as a strategic asset. Whether you’re new or seasoned in the field, this workshop will help you create the WoW moment that moves clients to action and drives significantly larger case sizes.
Insurance Agents
Legacy Mindset Participants will view insurance not just as protection, but as a platform for financial legacy and future wealth. Sales Confidence Participants will feel more confident and empowered to pitch big policies with conviction. Expert Framing Execution They will apply expert framing and storytelling to increase case size and client conversion immediately.
Gan is a Licensed Financial Planner and founder of LIFA Planners, a firm licensed by Malaysia’s Securities Commission. With over two decades of experience, he specializes in optimizing insurance and investment strategies for high-net-worth clients. A 20-time MDRT, 7-time COT, and 4-time TOT qualifier, Gan brings a results-driven approach that helps clients view insurance as an asset, not an expense. As a practitioner, he also coaches financial advisors to grow their case sizes and increase appointment conversion through replicable frameworks. His talks have been featured on global stages including MDRT Annual Meeting (Los Angeles), MDRT Experience (Bangkok), and MDRT Global Conference (Dubai). Gan is frequently invited by leading insurers such as AIA, AXA, and Generali for impactful training on high-value client acquisition and strategy.
High-Net-Worth Insurance Strategist
Helps clients reposition insurance as an asset, delivering tailored solutions that drive 10X policy size and long-term value through smart optimization strategies.
Proven Industry Performer
With 20 MDRT, 7 COT, and 4 TOT qualifications, Gan consistently ranks among the top financial advisors in Asia through practical expertise and elite client service.
HNW Sales & Conversion Coach
Trains insurance advisors and financial planners on how to attract, convert, and serve high-net-worth clients using a proven, replicable appointment conversion system.
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