Quotemonster Learns New Tricks - Wellington
10 April 2018
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 AdviceMonster 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. Key Features: 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 Automating disclosure 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.
Event location
Boulcott's Farm Heritage Golf ClubEvent date/time
9.30am - 10.30amEvent contact information
info@quotemonster.co.nz or call us on (09) 480 6071.
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