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.
Associate & Professional level members eligible only.
Professional & Associate members get 10% and 5% respectively off selected items
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