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Advisers Use Video to Explain the Importance of Disclosure to Clients

Supporting a client to correctly complete an application form can be vital, as Rob Stock highlighted in his article a few days ago. 

Australian TAL-aligned Affinia Financial Advisers have developed a couple of client-facing videos to assist advisers in engaging with consumers. 

The first video discusses the importance of disclosure "Your duty of disclosure" which after very positive feedback led to the other videos creation which outlines the role advisers play once the policy is in place "Supporting you at claim time".

Click here to read more.


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