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Overview:

Adviser Support

Regular Marketing Trips

How the System Works

 

Alternative Licences:

Alternative Licences

Documentation Licence

Gold Licence

Platinum Licence

 

Training:

Training

 

Client Presentations:

Questions to Ask Clients

Fact-Finding

 

Meetings and Advice:

Meetings and Advice

 

Feedback:

Feedback

 

Adviser Tips and Updates:

Adviser Tips

Adviser Updates

 

Marketing Schedule:

Marketing Schedule

 

 

 

 

 

 

 

Regular Marketing Trips

 

Scheduled Marketing Trips

IGS makes regular trips to Brisbane, Sydney and Melbourne throughout the year.

Trips to Sydney and Melbourne are usually every three to four weeks.

Between Scheduled Trips, IGS is available for Meetings in Brisbane, the Gold Coast and the Sunshine Coast, as well as unscheduled trips to Perth, Adelaide, Darwin and Regional Cities.

IGS is also available for Teleconferences between Scheduled Trips.

 

Unscheduled Marketing Trips

IGS will usually require two to three meetings per day to warrant an unscheduled trip or a trip to a Regional City.

These meetings may be spread between a number of different Advisers and Accountants in the one city.

Depending on the number of Client Meetings conducted on the trip, IGS may charge either the fixed Meeting Fee or a daily Fee.

IGS will also require the travel and accommodation costs for unscheduled trips and trips to Regional Cities to be funded by the Client(s) and/or Adviser(s). 

 

Teleconferences

Clients and Advisers should consider the possibility of a Teleconference before arranging a Client Meeting on an unscheduled or regional trip.

This can reduce delays and minimise the cost to the Adviser and Client.

The aim of a Teleconference is to:

  • explain the content of a One Page, One Policy Succession Plan; and

  • complete the Complete Succession Worksheets with respect to the Lives Insured.

Once IGS has completed the Worksheets and sent them to the Adviser and the Business, the Adviser can proceed with their costings and advice.

The need for a Client Meeting can usually be determined during or after the Teleconference.

 

Client Meetings

IGS allocates at least one Client Meeting per trip to each Licensed Adviser. That’s at least five meetings each year to help you achieve your target income.

However, there is no preconceived limit to the number of meetings you may book each trip.

If you require more meetings to achieve your needs, let IGS know.

 

Booking Meetings

IGS reminds Licensed Advisers and Accountants of a coming trip one to two months in advance.

These trips are usually fully booked within two weeks of the reminder.

It is therefore important that you book time promptly and then allocate the time to specific Clients.

IGS funds the travel and accommodation costs associated with respect to a scheduled marketing trip, so that IGS can offer you the above services at no cost to Clients of Licensed Advisers.

 

Free 20 Minute Teleconference

If a Client is uncertain whether to attend a Client Meeting or use the IGS Documentation Service, IGS offers a free teleconference (of up to 20 minutes) with the Client to explain the purpose and benefits of a Complete Succession Plan and the "One Page, One Policy Strategy".

 

Copyright: Ian Gray Solicitor

 

 

Adviser Tip

Client and Centre of Influence Meetings are conducted during cyclical, three-to-four-weekly Marketing Trips to each capital city at no additional cost to a Licensed Adviser or their Client.

See more Adviser Tips


Current Marketing Schedule

Current Marketing Schedule

Ian Gray travels to most capital cities regularly throughout the year and is available for Meetings.

Please click here to see his availability in Brisbane, Sydney, Melbourne, Adelaide and Perth.

Please contact us to arrange an appointment or teleconference.