Advice Process Guide - Submission Process

Advice Process Guide - Submission Process

  • $55.00
  • inc GST


Everything you always wanted to know about how toĀ advise on life risk insurance Managing the Submission Process but were afraid to ask

This is stage 12Ā 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 + 12Ā 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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