
Life Risk Advice Process Guides - Complete Set
Everything you always wanted to know about how to advise on life risk insurance but were afraid to ask
This is the 'HOW TO' training guide for providing end-to-end life risk advice
- From initial client engagement through to claims assistance and conducting annual reviews
- A must-read reference for new or inexperienced advisers and practice development managers
- Perfect for training new practice staff
This complete set of 16 guides comprise the following:
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 Client’s ‘Tailoring Decisions’
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