Tag: Protection

Executive Income Protection Overview – CPD
Tuesday, 16 July 2024 at 2pm

Understand the purpose of Executive Income Protection, who it is aimed for, and how to source it correctly.
Protection for Working Parents – CPD
Monday, 15 July 2024 at 11am

This webinar will help you to have successful protection conversations with working parents.
Value-Added Services for Your Clients – CPD
Tuesday, 2 July 2024 at 2pm

Finding the Value Added Services available complicated and want it simplified to help you communicate this effectively to your clients.
SolutionBuilder & CIExpert
This webinar is offered monthly at 11am. Choose the date that works best for you!

To understand how the integration between SolutionBuilder & CIExpert works and understand how CIExpert’s assessment works.
SolutionBuilder Multi Benefit Case Study – How To
An overview of sourcing Multi Benefit quotes via SolutionBuilder On Demand.