Partners Life is running a three-day online training course for advisers who have worked in the industry for less than 24 months.
The company’s New Adviser course is free and being held on September 21, 22 and 23.
Advisers will need the approval of a Partners Life agency (principal or associate) to take part and complete an eLearning module one week prior to the course start date.
Attendees who successfully complete the full course, (including mandatory pre-work) will receive a certificate of completion.
Attendance on all three days is compulsory and registration must be completed by 9 September here.
The programme
Monday 21 September – 9am to 4pm
- 9am Welcome session , expectations,
- 11am 6 Step Advice Process/ Disablement Process
- 1pm Product Session part 1
- 3pm Product Session part 2
Tuesday 22 September – 9am to 4pm
- 9am Fact Find review
- 11am Needs Analysis & Recommendation exercise
- 1pm Evince review & report writing
- 3pm Quote software
Wednesday 23 September 9am to 4pm
- 9am Underwriting Presentation & application review
- 11am Mum application demo
- 1pm Claims Presentation
- 3pm Claims case study