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.

Learning outcomes:

• Boosting Conversion Rates: Improve the success rate from submission to offer of terms.
• Elevating Professionalism: Evidencing care, skill, and diligence when pre-assessing a client’s medical eligibility. 
• Ensuring Client Success: The importance of disclosure to ensure a smooth claim experience.

Speakers:

• Hosted by Chris Boon, Chair, Member Advisory Committee – Risk, Managing Director, Adelphi Insurance Brokers NZ
• Emma Hunter, Member Advisory Committee – Risk, Underwriting, Claims and Customer Outcome Manager, Financial Independence – Part of the ICIB Group.
• Daniel Walker, Chief Operating Officer, Partners Life
• Monique Ravening, Head of Underwriting, Chubb Life New Zealand

Learning Pillars

• Advice Process
• Technical Knowledge
• Professional Conduct
• Self-Development
• Consultative Sales