We currently have 313 advisers registered to come along to our roadshows in March and April. Spaces are limited so register below so you don't miss out.
The Monster is back on the loose and coming to a venue near you soon. Please join us for our roadshow and learn about:
- Research upgrades
- Comparison and compliance obligations
- Direct and bank insurer premiums and projections
- Underwriting requirements
This new service will provide advisers with a personalized Risk Statement of Advice that has been developed by one of the leading Compliance companies in New Zealand – IDS Limited.
- Automated report generation including implementation schedule
- Needs analysis with calculations – automated checking of advice recommendations
- Ability for advisers to make their own comments to personalise the advice
- Ability for advisers to include their own brand and contact details
- The report will be provided in Microsoft Word, allowing advisers to easily edit it
In addition, groups that require their own wording will be able to arrange for these to be templated and loaded into our system, so their advisers have access to this.
Numbers are limited so please book early by clicking on the links below: