Two new products are being launched by Partners Life, Income & Expenses Cover and Moderate Trauma Cover, and to help advisers understand the value they offer the firm is holding two webinars.
Steve Wright, the firm’s General Manager of Product and Professional Development, will provide details of both products and explain how advisers can use them to create solutions for their clients.
The webinars will also explore important enhancements to some of the firm’s existing products, in particular Private Medical Cover.
Each webinar will run for around 90 minutes, including time for questions and answers.
Following each webinar, advisers will have the opportunity to complete product accreditation via the Partners Life academy, thereby providing evidence of their continued professional development.
The first webinar is on Thursday, 1 July at 9.30am, and the second one is on Monday 5 July at 10.30am.
Evince training
The firm is also offering free training to help financial advisers use Evince during their client consultations.
The firm says that with the new regulations, it’s more important than ever to deliver consistent, logic-based advice.
It says advisers using Evince are enjoying increased client engagement and higher average API. And that advisers using the app are producing personalised statements of advice easily and quickly
WPP, which developed the Evince app, says it helps clients understand the need for life insurance and visualises the long-term impact of unexpected life events, dramatically simplifying the process of getting life insurance.
It says Evince helps advisers build a narrative unique to their client’s situation – while making sure advice reflects regulatory changes.
Partners Life says work is already underway on the next set of features and optimisation that will improve the tool and continue to reshape the adviser-client relationship.
Click here to express your interest in taking part in Partners Life’s Evince training course.
Details for the sessions:
- Digital format over Microsoft Teams
- Course will run over 3 days
- 90 minute sessions per day
What will be covered:
- Day 1 – Introduction and getting set up the right way
- Day 2 – Building out an advice file
- Day 3 – Deep dive into the advice logic
