Integrating Insurance Within Wealth Planning & Client Advisory (Part 1 & Part 2)
Our faculty will demonstrate how insurance is a critical component of clients’ overall wealth management needs.
The programme adopts a practice-led approach so participants may apply what was shared by their trainer and peers on the following:
- 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, such as ULI and ILP, can address clients’ needs
Total Training Duration / CPD Hours: 14
Classroom Hours: 14