51. Claims assistance procedures
Every financial adviser providing financial protection advice, should be able to assist clients with the claims process when time comes. A little lost of what to cover off on?
Try this claims assistance procedure checklist for starters. There are 4 different entry points into a claim for you as an adviser. Initial procedures are listed depending on how you become involved, then standard ongoing support and assistance procedures are listed for after the initial responses.
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Associate & Professional level members eligible only.
Professional & Associate members get 10% and 5% respectively off selected items
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