Home

 

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

 

 

 

Platinum Marketing Licence

 

A Marketing Licence is intended for Advisers who wish to proactively and strategically market Business Insurance on a regular basis throughout the year.

Unlike a Gold Marketing Licence, a Platinum Marketing Licence is unrestricted with respect to the number of Clients and/or Centres of Influence with respect to whom an Adviser may arrange a free initial Meeting and Advice during the 12 month period.

 

Adviser Licence Fees

An annual Licence Fee is payable by the Adviser.

The current Licence Fee is set out in the Special Offer section of the Adviser Brochure.

The Special Offer Licence Fee is currently equivalent to the standard IGS charge-out rate for three hours.

 

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 included in the Licence Fee.

 

Free Marketing and Technical Support

The Licence Fee effectively switches off IGS’s hourly charge out rate for general marketing and technical support to the Adviser during the term of the Licence on the following basis:

  • the Adviser is entitled to unlimited telephone or email advice with respect to general technical or marketing issues relating to Business Insurance;

  • the Adviser is entitled to a Meeting or Advice (including marketing and technical advice) of up to two hours for each Business Client that might require an Agreement at no cost to the Client;

  • The Adviser is entitled to arrange one-on-one meetings with Accountants or other Centres of Influence in order to explain the commercial, legal and taxation issues relating to a Business Succession Plan or Business Insurance, as well as helping to analyse the Business Structure and its Insurance Needs;

  • the Adviser is entitled to use the copyright worksheets, questionnaire and other technical and marketing materials contained in the Business Insurance Manual;

  • the Adviser is entitled to obtain free updates of the Business Insurance Manual from time to time; and

  • the Adviser is entitled to obtain up to ten monthly emailed marketing tips per annum.

 

Client Fees

Under a Platinum Marketing Licence:

  • The initial Meeting or Advice is complimentary, even if the Client does not ultimately use IGS’s Documentation Service;

  • Any Additional Meetings or Advice may be charged to the Client in accordance with a Fixed Fee quotation;

  • The Client is entitled to obtain a concessional, Fixed Fee quotation for the preparation of Business Insurance Trust Agreement (normally a discount of $990 compared with the Fee payable by a Business whose Adviser does not have a current Marketing Licence) if the Business complies with the requirements of a Reduced Fee.

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

 

Duration of Marketing Licence

The right to use the Marketing System expires 12 months from the date of invoice or payment (whichever is the earlier).

If the Licence is renewed before it expires, the renewal fee will be the original discounted Licence Fee. Renewal before the expiry effectively locks in the renewal fee at the original rate.

If the Licence is renewed after it expires, the renewal fee for a twelve-month Licence will be the current non-discounted Licence Fee at the time.

 

Re-Activation Training

If you do not use the documentation service for 12 months or re-activate your Licence after it expires, IGS may require you to do a Training Session to address any concerns you might have and make sure that you are comfortable with how the Marketing System works.

This course may be part of a group session.

 

Adviser Brochure and Application Form

Click here to download a PDF copy of the Adviser Brochure and Application Form.

 

Copyright: Ian Gray Solicitor

 

 

Adviser Tip

A Platinum Marketing Licence is unrestricted with respect to the number of Clients and/or Centres of Influence with respect to whom an Adviser may arrange a free initial Meeting and Advice during the 12 month period.

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.