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.
After your register for the webinar, closer to the event you will be sent the Zoom link via a calendar invitation. Please follow the instructions to join the webinar. The webinar will work best with a headset to prevent background noise.
We look forward to working with you!
The Generate Team.
