How to give better Protection advice in 60 seconds?
21 December @ 8:00 am - 10:30 am
How an extra 60 seconds per client can give better outcomes by using SolutionBuilder’s Product Features Report in partnership with Protection Guru. This webinar will be 30 minutes long. Join iPipeline & Protection Guru as we show you how quickly and simply you can use the Product Features Report with clients. This session will also cover the Methodolgy behind the report and how this will assist with finding the right product for your client.
CPD Learning objective: How to use SolutionBuilder’s Product Features Report effectively and helping the adviser find the right product for your client based on the CI Conditions/Product Features & Benefits.