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Quotemonster Learns New Tricks - Tauranga

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Location

Trinity Wharf Tauranga

51 Dive Crescent

Tauranga, Bay Of Plenty 3110

New Zealand

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Event description

Description

The Monster is back on the loose and coming to a venue near you soon. Please join us for our roadshow and learn about:

  • Research upgrades

  • Comparison and compliance obligations

  • Direct and bank insurer premiums and projections

  • Underwriting requirements

AdviceMonster

This new service will provide advisers with a personalized Risk Statement of Advice that has been developed by one of the leading Compliance companies in New Zealand - IDS Limited.

Key Features:

  • Automated report generation including implementation schedule

  • Needs analysis with calculations – automated checking of advice recommendations

  • Ability for advisers to make their own comments to personalise the advice

  • Ability for advisers to include their own brand and contact details

  • The report will be provided in Microsoft Word, allowing advisers to easily edit it

  • Automating disclosure

In addition, groups that require their own wording will be able to arrange for these to be templated and loaded into our system, so their advisers have access to this.

Numbers are limited so please book early.

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Date and Time

Location

Trinity Wharf Tauranga

51 Dive Crescent

Tauranga, Bay Of Plenty 3110

New Zealand

View Map

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