Advice Process Guide - Claims Assistance
Everything you always wanted to know about how toĀ advise on life risk insurance Claims Assistance Process but were afraid to ask
This is stage 16Ā of 16 guides in totalĀ of our 'HOW TO' training guide for providing end-to-end life risk advice anywhere today.Ā You can also purchase the complete set separately atĀ a discounted bundle price saving you 20% overall.
- From initial client engagement through to claims assistance and conducting annual reviews
- A must-read reference for the modern financial adviser, new or inexperienced advisers and practice development managers
- Perfect for training new practice staff
NOTE: This is stage 00 + 16Ā only of the 16 guides which inĀ total comprise of approx. 72 pages of the following:
Stage 00 - Overview
Stage 01 and 02 - Client Engagement
Stage 03 - Initial Interviewing
Stage 04 - Needs Analysis
Stage 05 - Product Packaging
Stage 06 - Product Research
Stage 07 - Structuring the Advice Document
Stage 08 - Presenting the Advice Document
Stage 09 - Manage the Clientās āTailoring Decisionsā
Stage 10 - Completing the Paperwork
Stage 11 - Field Underwriting
Stage 12 - Managing the Submission Process
Stage 13 - Communicating the Underwriting Progress
Stage 14 - Finalising the Portfolio
Stage 15 - Pre-empting the Review Process
Stage 16 - Claims Assistance Process
*SAVE 20% on individual guide pricing by purchasing theĀ complete guide set!Ā
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