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July meeting of the Canterbury/Nelson Branch of Financial Advice New Zealand

July 29 @ 8:30 am - 11:00 am NZST

Questions about insurance? Insurers explain the particular advantages of their Trauma products vs. competitors and how to use their respective products in different client circumstances.

Thanks to Partners Life for kindly sponsoring this event.

Doors open at 8:30am, event to begin at 9am

Guest Speakers

Leigh Bennett from Fidelity Life

Leigh is responsible for product training for advisers nationwide. As an advocate for advisers and with a strong underwriting and operational background, she brings a fresh perspective to product training and upskilling.

Jeff Bailey from Asteron Life

Jeff is Asteron Life’s Training and Technical Specialist. He has over 35 years’ experience as an adviser, sales manager and numerous training and development roles.

Jeff has also worked in adviser regulation and best practice advice process since 2003. Due to his in-depth knowledge of our industry he has been involved with The Skills Organisation as a subject matter expert to help draft and revise our industry Level 5 qualifications. He is also a Delegated Assessor for the Level 5 minimum standard advice process and a facilitator of the Core and Life, Disability and Health Strands. You will see many aspects of his advice process replicated in many adviser groups resources throughout the country.

Assisting Asteron Life’s product development is part of Jeff’s technical role with a strong focus on developing features to meet client circumstances and needs. Furthermore, he develops and presents training material and webinars to help advisers create ‘fit for purpose’ solutions.

Steve Wright from Partners Life

Steve Wright has degrees in Economics and Law and post graduate qualifications in tax and financial planning. He has held legal, sales and product roles in the financial services industry and is currently GM of Professional Development with Partners Life.

Steve is a regular speaker at conferences and seminars and has a regular column on Life Insurance and life insurance advice matters in The Mortgage Mag. Steve’s passion is to help advisers become increasingly proficient in their craft and thus valuable as advisers.

Steve believes in ‘telling it like it is’, because beside competence and integrity, trust and reliability mean everything in financial services.

 

Q & A session

Event to close at 11am

Cost:  $10 per person for the venue hire, morning tea provided. No cash will be accepted at the event.

2 CPD points are available for this event.

All attendees must register online. Registration closes Tuesday 27th July 2021

If you have any questions, please direct to the meeting host – patrick@awebster.co.nz

 

Details

Date:
July 29
Time:
8:30 am - 11:00 am
Website:
https://financialadvice.nz/

Organiser

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

Venue

Russley Golf Club
428 Memorial Av
Christchurch, New Zealand
+ Google Map
Website:
http://www.russleygolfclub.co.nz/