Free

Generate KiwiSaver Advice Process (Supplementary Brochure) - Webinar

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Zoom webinar

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Generate Advice Process

Once you have registered for the webinar, you will be sent the Zoom Link. Please follow the instructions to join the webinar. We recommend testing the link prior to the meeting. The webinar will work best with a headset to prevent background noise.

The session will cover:

The Supplementary Brochure
Process – best practice
Referrals – using KiwiSaver to broaden your client base and expand your network.
Generate – develop your understanding of the Generate product and investment strategy.
The ideal client presentation – key discussion points and creating a simplified method.
Completing a KiwiSaver application

To get the most from the event, please ensure you have completed the adviser accreditation. Completion is required before you can become an active adviser.

Existing advisers are welcome to join this as a Refresher.

We look forward to working with you!

The Generate Team.


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Zoom webinar

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