KiwiSaver Advice Process (Part 2 accreditation training) - Webinar

Generate KiwiSaver

Give outstanding advice to your clients by becoming a KiwiSaver expert!

The session will cover:The Generate "Advice online" toolProcess – best practiceReferrals – 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 applicationTo get the most from the event, please ensure you have completed the <a href="https://generateinvestment.sharepoint.com/sites/GenerateAdviserResources" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">adviser accreditation</a>. 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, you will receive an email from Evenbrite with the Zoom link to access the meeting. 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.

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KiwiSaver Advice Process (Part 2 accreditation training) - Webinar

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KiwiSaver Advice Process (Part 2 accreditation training) - Webinar

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