Life Risk Advice Process Guide - Complete Set
Everything you always wanted to know about how to advise on life risk insurance but were afraid to ask  BUY & SAVE 20%!*
This is the complete 'HOW TO' training guide for providing end-to-end life risk advice anywhere today. Individual guides also available to purchase separately.
- 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 discounted set of 16 guides comprising 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 Clientâs âTailoring Decisionsâ
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 this complete guide set!
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