Operating with care, skill and diligence is an essential component of the role of an Adviser. This extends to our client’s circumstances that are relevant to our advice. While this includes their financial situation, needs, goals and risk tolerance, it also extends to their medical eligibility.
This webinar will address the essential strategies and tools that help elicit information from a client and help navigate the effective pathways to conduct eligibility pre-assessments. Underwriting experts will explain what information is essential to set a solid foundation for a seamless submission for both personal and business applications. The session will also examine the importance of disclosure, and the implications non-disclosure can have at the time of claim.
Free for Financial Advice NZ members | $50+gst for non-members