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✍️ What you will know by the end of these videos
You will go through the end to end of the insurance advice process in Trail
Starting with Creating an Opportunity
You will be able to send out a Fact Find Invitation email
You will be shown where you can share your disclosures with your clients
Complete a Needs Analysis of the clients statement of position captured in the Fact Find
Analyse the data, and develop a plan
You will be able to complete and generate a Statement of Advice
Implement the plan and win the opportunity
The Insurance Servicing Process in Trail
Monitoring the Plan with your Insurance Reviews
🙌 Supporting Information
Supporting Articles discussed in the Training Video: