Calendar

May
23
Thu
Strategi Institute Life and Health Insurance Strand – Auckland
May 23 @ 8:30 am – 4:30 pm
Jun
11
Tue
Strategi Institute Financial Advice Strand: Advice Process – Auckland
Jun 11 @ 8:30 am – 4:30 pm
Business Risk Advice for Microbusinesses – Auckland @ Partners Life Office – Helms Deep training room
Jun 11 @ 9:30 am – Jun 12 @ 4:00 pm

The programme includes a two day practical workshop to help advisers develop skills in effective consultation, analysis and advice to small sole or family owned businesses.

The workshop will provide you tools that you can use in your advice process and qualifies for 19 structured CPD hours.

Survive the shift to licensing
Jun 11 @ 9:30 am – 10:30 am

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.

Tauranga – 11 June – Session One or Session Two
Hamilton – 12 June – Session One or Session Two
Palmerston North – 13 June – Session One or Session Two
New Plymouth – 14 June – Session One or Session Two
Auckland (North Shore) – 17 June – Session One or Session Two
Wellington – 20 June – Session One or Session Two
Christchurch – 21 June – Session One or Session Two
Nelson – 25 June – Session One or Session Two
Dunedin – 26 June – Session One or Session Two
Invercargill – 27 June – Session One or Session Two
Queenstown – 28 June – Session One or Session Two
Auckland (Remuera) – 3 July – Session One or Session Two
Napier – 4 July – Session One or Session Two
Whangarei – 12 July – Session One or Session Two

Research and Advicemonster deep dive
Jun 11 @ 11:00 am – 12:00 pm

Session Two: Research and Advicemonster deep dive

Ideal for: Existing research and Advicemonster subscribers

You are already familiar with research – but whether you are at the start of your journey, or you are already a power-user, you will get a lot of value from this session. Every registered attendee will receive a confidential, personalised report, on their system usage. We will ensure that we tailor each session to cover the areas of most value to you – and how to extract the maximum value from your research subscription.

  • Projected premiums
  • Quoting accelerated and standalone trauma and TPD together
  • Report history
  • Quoting life insurances with any health insurer
  • Underwriting terms
  • News
  • Backing your preferred provider choices with evidence
  • Help set our development agenda for new features for the next 12 to 24 months
  • Join our research advisory group

Tauranga – 11 June – Session One or Session Two
Hamilton – 12 June – Session One or Session Two
Palmerston North – 13 June – Session One or Session Two
New Plymouth – 14 June – Session One or Session Two
Auckland (North Shore) – 17 June – Session One or Session Two
Wellington – 20 June – Session One or Session Two
Christchurch – 21 June – Session One or Session Two
Nelson – 25 June – Session One or Session Two
Dunedin – 26 June – Session One or Session Two
Invercargill – 27 June – Session One or Session Two
Queenstown – 28 June – Session One or Session Two
Auckland (Remuera) – 3 July – Session One or Session Two
Napier – 4 July – Session One or Session Two
Whangarei – 12 July – Session One or Session Two

Jun
12
Wed
Strategi Institute Financial Advice Strand: Advice Process – Auckland
Jun 12 @ 8:30 am – 4:30 pm
Survive the shift to licensing
Jun 12 @ 9:30 am – 10:30 am

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.

Tauranga – 11 June – Session One or Session Two
Hamilton – 12 June – Session One or Session Two
Palmerston North – 13 June – Session One or Session Two
New Plymouth – 14 June – Session One or Session Two
Auckland (North Shore) – 17 June – Session One or Session Two
Wellington – 20 June – Session One or Session Two
Christchurch – 21 June – Session One or Session Two
Nelson – 25 June – Session One or Session Two
Dunedin – 26 June – Session One or Session Two
Invercargill – 27 June – Session One or Session Two
Queenstown – 28 June – Session One or Session Two
Auckland (Remuera) – 3 July – Session One or Session Two
Napier – 4 July – Session One or Session Two
Whangarei – 12 July – Session One or Session Two

Research and Advicemonster deep dive
Jun 12 @ 11:00 am – 12:00 pm

Session Two: Research and Advicemonster deep dive

Ideal for: Existing research and Advicemonster subscribers

You are already familiar with research – but whether you are at the start of your journey, or you are already a power-user, you will get a lot of value from this session. Every registered attendee will receive a confidential, personalised report, on their system usage. We will ensure that we tailor each session to cover the areas of most value to you – and how to extract the maximum value from your research subscription.

  • Projected premiums
  • Quoting accelerated and standalone trauma and TPD together
  • Report history
  • Quoting life insurances with any health insurer
  • Underwriting terms
  • News
  • Backing your preferred provider choices with evidence
  • Help set our development agenda for new features for the next 12 to 24 months
  • Join our research advisory group

Tauranga – 11 June – Session One or Session Two
Hamilton – 12 June – Session One or Session Two
Palmerston North – 13 June – Session One or Session Two
New Plymouth – 14 June – Session One or Session Two
Auckland (North Shore) – 17 June – Session One or Session Two
Wellington – 20 June – Session One or Session Two
Christchurch – 21 June – Session One or Session Two
Nelson – 25 June – Session One or Session Two
Dunedin – 26 June – Session One or Session Two
Invercargill – 27 June – Session One or Session Two
Queenstown – 28 June – Session One or Session Two
Auckland (Remuera) – 3 July – Session One or Session Two
Napier – 4 July – Session One or Session Two
Whangarei – 12 July – Session One or Session Two

Jun
13
Thu
Survive the shift to licensing
Jun 13 @ 9:30 am – 10:30 am

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.

Tauranga – 11 June – Session One or Session Two
Hamilton – 12 June – Session One or Session Two
Palmerston North – 13 June – Session One or Session Two
New Plymouth – 14 June – Session One or Session Two
Auckland (North Shore) – 17 June – Session One or Session Two
Wellington – 20 June – Session One or Session Two
Christchurch – 21 June – Session One or Session Two
Nelson – 25 June – Session One or Session Two
Dunedin – 26 June – Session One or Session Two
Invercargill – 27 June – Session One or Session Two
Queenstown – 28 June – Session One or Session Two
Auckland (Remuera) – 3 July – Session One or Session Two
Napier – 4 July – Session One or Session Two
Whangarei – 12 July – Session One or Session Two

Research and Advicemonster deep dive
Jun 13 @ 11:00 am – 12:00 pm

Session Two: Research and Advicemonster deep dive

Ideal for: Existing research and Advicemonster subscribers

You are already familiar with research – but whether you are at the start of your journey, or you are already a power-user, you will get a lot of value from this session. Every registered attendee will receive a confidential, personalised report, on their system usage. We will ensure that we tailor each session to cover the areas of most value to you – and how to extract the maximum value from your research subscription.

  • Projected premiums
  • Quoting accelerated and standalone trauma and TPD together
  • Report history
  • Quoting life insurances with any health insurer
  • Underwriting terms
  • News
  • Backing your preferred provider choices with evidence
  • Help set our development agenda for new features for the next 12 to 24 months
  • Join our research advisory group

Tauranga – 11 June – Session One or Session Two
Hamilton – 12 June – Session One or Session Two
Palmerston North – 13 June – Session One or Session Two
New Plymouth – 14 June – Session One or Session Two
Auckland (North Shore) – 17 June – Session One or Session Two
Wellington – 20 June – Session One or Session Two
Christchurch – 21 June – Session One or Session Two
Nelson – 25 June – Session One or Session Two
Dunedin – 26 June – Session One or Session Two
Invercargill – 27 June – Session One or Session Two
Queenstown – 28 June – Session One or Session Two
Auckland (Remuera) – 3 July – Session One or Session Two
Napier – 4 July – Session One or Session Two
Whangarei – 12 July – Session One or Session Two