Integrating Insurance Within Wealth Planning & Client Advisory (Part 1 & 2)
Insurance can be a critical component of clients’ wealth management needs.
The programme will adopt a practice-led approach using case studies and role plays so that participants may apply what was shared by their trainer and peers in the following
areas:
- What to prepare ahead of meetings with HNW and UHNW clients
- When and how to work with an introducer or specialist
- Build rapport, uncover needs, suggest solutions and secure clients’ agreement
- How insurance solutions can address clients’ needs
Total Training Duration / CPD Hours : 14
Classroom Hours : 14