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