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All CollectionsTraining Video ArchiveOffice Hours Webinar Recordings - 2021
Disclosure Webinar 2: Stage 2 & Stage 3 Disclosures
Disclosure Webinar 2: Stage 2 & Stage 3 Disclosures

Understanding where Stages 2 & 3 lie in the Advice process, as well as getting to know how Trail makes it easy for you!

Chuck Slogrove avatar
Written by Chuck Slogrove
Updated over 3 years ago

In our second webinar covering the disclosure process, Leigh Hodgetts guides you through Stages 2 & 3, where and when they should be disclosed, as well as what information you should be disclosing.
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Farran Jonker then steps in and runs you through your Disclosure Settings within Trail, and where each disclosure appears during the Insurance and Mortgage process.

If you wish to download the Powerpoint Presentation, you can do so by clicking here. Below is a screenshot of how to download it after clicking the link.

In case you missed them, check out our other two Webinars on Disclosures!

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