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Survive the shift to licensing - Christchurch

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Russley Golf Club

428 Memorial Avenue

Christchurch, Canterbury 8053

New Zealand

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Session One: Survive the shift to licensing

Ideal for: non-research users, newer advisers and support staff, business development managers

We know you already give great advice: this session is about how you prove it when its challenged.

You have level five, keep good records, and you are a good adviser. How do you provide evidence to support your advice when someone challenges it? Like it or not those challenges are going to come more frequently as the regulator takes more of an interest in life and health insurance advice.

The advice is yours. Our research and technology are designed to provide you with the best combination of information on which to deliver your recommendation and prevent a regulatory emergency.

  • Why you chose that insurer over others

  • How many insurers you considered

  • Why you recommended that a client switch insurance

  • Ensure that you don’t recommend a product based on features the client can’t access

  • Show that you do recommend on the basis of real advantages

  • Prove how many alternatives you considered, before choosing

  • That you compared cost and features – at current date applicable to this client

  • How you explained the risks and exclusions applicable to the policy options given

  • How you show that you considered the clients’ needs and goals

  • Can you show that this recommendation has the client’s interest at its heart?

If you have never used product research in your client recommendations come along and explore new ways to support your advice process for the new environment.

If you would like to attend Session Two: Research and Advicemonster deep dive, click here.

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Date and Time

Location

Russley Golf Club

428 Memorial Avenue

Christchurch, Canterbury 8053

New Zealand

View Map

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