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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

 

 

 

Alternative Licences

 

The Adviser Support System entitles Clients and Advisers to:

 

Three Alternatives

IGS offers three different ways of working together, depending on how actively the Adviser wishes to promote Business Insurance during a 12 month period:

Complete details of each alternative are set out at the above links.

However, a brief overview is set out below.

 

Documentation Licence or Client Referral

If you wish to work together with respect to a specific Business Client on a one-off basis:

  • there is no Licence Fee payable by the Adviser;

  • the Documentation Fee for a standard Complete Succession Agreement is $4,400;

  • this Fee can be reduced by $440 to $3,960, if the Business complies with the requirements of a Reduced Fee;

  • if an Initial Meeting or Advice is required before a Client proceeds with an Agreement, the Client pays a Meeting and Advice Fee of $990; and

  • any Meeting and Advice Fee is credited against the Documentation Fee when the Agreement proceeds.

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".

 

Gold Marketing Licence

If you expect to market Business Insurance one or two times a year, you might benefit from a Gold Marketing Licence:

  • The Adviser pays a Licence Fee of $1,320 per annum;

  • There is no Meeting and Advice Fee payable by an actual or prospective Client and/or Centre of Influence for an Initial Meeting or Advice of up to two hours;

  • This arrangement is restricted to Meetings and Advice with respect to two (2) Clients and/or Centres of Influence during the 12 month period; and

  • Each Client is entitled to a discount of $990 for a Complete Succession Agreement.

A Business which is entitled to a Concessional Fee can therefore save $990 with respect to the cost of their Agreement.

 

Platinum Marketing Licence

If you wish to proactively and strategically market Business Insurance more consistently throughout the year, you might benefit from a Platinum Marketing Licence:

  • The Adviser pays a Licence Fee of $1,650 per annum;

  • There is no Meeting and Advice Fee payable by an actual or prospective Client for an Initial Meeting or Advice of up to two hours;

  • There is no preconceived limit to the number of Client Meetings an Adviser may require during the 12 month period; and

  • The Clients of Advisers with a current Marketing Licence are entitled to a discount of $990 for a Complete Succession Agreement.

A Business which is entitled to a Concessional Fee can therefore save $990 with respect to the cost of their Agreement.

 

Special Offer

If you are interested in acquiring a Marketing Licence, please contact IGS and I will email you an offer that reduces the Licence Fee in the second and subsequent years to:

  • Gold Marketing Licence: $990 (including GST) per annum; and

  • Platinum Marketing Licence: $1,320 (including GST) per annum.

The concessional Gold Licence Fee is equivalent to the standard cost of two hours of billable time and is less than the standard Meeting and Advice Fee otherwise payable by one Client.

The concessional Platinum Licence Fee is equivalent to the standard cost of three hours of IGS's time at his standard hourly charge-out rate.

If a Licence is subsequently renewed before it expires, the Renewal Fee will be the reduced Licence Fee.

 

Two Hour Training Session

All Advisers who acquire a Marketing Licence are required to attend a one-on-one Two Hour Training Session.

The session is a structured presentation that focuses on marketing and practical issues. It is designed to help an Adviser market Business Insurance methodically and confidently.

The fee for a Two Hour Training Session is $330 in addition to the Gold Licence Fee.

There is no additional fee for an Advser who acquires a Platinum Licence.

There is no additional fee for administrative staff who will be involved in the documentation of the insurance, if they are not authorised representatives.

Training sessions will be conducted on scheduled Marketing Trips, subject to the availability of sufficient time.

 

Copyright: Ian Gray Solicitor

 

 

Adviser Tip

For Advisers with a current Marketing Licence, there is no Meeting and Advice Fee payable by an actual or prospective Client and/or Centre of Influence for an Initial Meeting or Advice of up to two hours.

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.