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Overview


Are you advising or selling?

2020-051
CPD Points: 1.00
Duration: 1 hr
$89.00 +GST Retail
$74.00 +GST Learning Partner
Registration Closed

Event Detail

The insurance advice industry is often the subject of criticism for focusing on commission/income and not on their clients’ needs.  Brokers and advisers can be seen as salesman and not financial advice providers and often it is hard to demonstrate this to a client.

In this webinar Trevor will discuss what are the perceived differences (from a client’s perspective) between providing advice and selling insurance cover and how a good advice process can protect the adviser/broker and promote the value of the provision of financial advice.  The session will also cover the dangers of ‘quick’ advice and will include a case study.

 

All Coming Instances

10:30a.m. - 11:30a.m., Wed, 22 Apr 2020
Registrations Close: 21 April 2020
Class Limit: 50
Presenter: Trevor Slater
Venue:
Online: For those using webinar the webinar link will be sent the day prior.
Registration Closed
 

Terms and Conditions

Discounts are available for group bookings.  Please enquire. 

The running of this workshop is subject to minimum attendees. 

No refund will be given if you do not notify us prior to the start of the event.

Full terms and conditions are available here
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