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Bring in the Experts: Staying compliant with business replacement strategies

October 20 @ 10:00 am - 11:00 am NZDT

Bring in the Experts: Staying compliant with business replacement strategies

Replacement of products can be contentious when it is seen to be maximising advisers revenue. However, we know  good advice allows the adviser to recommend the best solution to meet the needs and goals of their clients.

In this webinar we have a panel of experts to discuss the key principles to making sure any replacement of products result in good outcomes for your clients. Business being replaced is not only insurance but could be mortgage refinance or switching KiwiSaver funds too.

Our panel from each of these product sectors will give practical examples of what they are seeing as good practice and guidance to help you stay compliant with this important part of your advice process.

Or panel:

Michelle Sargeant – National Sales Manager, Pepper Money
Leigh Bennett – Product Training Manager, Fidelity Life
Debbie Tuddenham, Head of Select Wealth

 

How do I join the webinar series? Zoom Link – simply click on the link to register for the series

Can I ask questions during the webinar? Members will be provided the opportunity to ask questions via the written ‘chat’ function or the Q & A tab.

What is the cost? Free for Financial Advice Members and $50+gst for non-members.

CPD will automatically be applied to member’s accounts within 10 working days after the webinar. If you are not a member and would like a Certificate of Attendance, please indicate on the webinar registration page.

Details

Date:
October 20
Time:
10:00 am - 11:00 am
Event Category:

Venue

Online

Organiser

Financial Advice New Zealand
Phone:
0800 432 101
Email:
info@financialadvice.nz
Website:
https://financialadvice.nz/