Advice Process Guide - Client Engagement

Advice Process Guide - Client Engagement

  • $55.00
  • inc GST


Everything you always wanted to know about how toĀ advise on life risk insurance client engagement but were afraid to ask

This is stage 01 + 02 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 + 01 + 02Ā 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 Clientā€™s ā€˜Tailoring 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 

Ā 

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