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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

 

 

 

Training

 

Two-Hour Training Session

IGS conducts an introductory training session designed for Advisers and Administrative Staff who will be involved in the documentation of Business Insurance cases.

The session is:

  • mandatory for Advisers who acquire a Marketing Licence; and

  • optional for Advisers who acquire a Documentation Licence.

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.

 

Content of Session

The session deals with the following issues:

  • Summary of the “One Page, One Policy Strategy";

  • The structure of the Equity Analysis and Risk Analysis Worksheets;

  • The script for a Client Presentation of the “One Page, One Policy Strategy";

  • The content of the Client Brochure (including the Alternative Agreements and the Legal Fees);

  • The Fact-finding and Documentation Procedure (including Variations); and

  • Completion of the Worksheets and Questionnaire for a Case Study.  

The Session would normally be conducted at the Adviser’s office.

IGS supplies a Training Kit for each attendee.

 

Training Fee

The fee for a Two Hour Training Session is:

  • Single Adviser working under one Business Insurance Marketing Licence - $330; and

  • Two or more Advisers working under one Business Insurance Marketing Licence - $660.

In order to maximise the value to each attendee, there is a limit of six attendees per session.

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.

Payment must be received at least one week before the commencement of a scheduled marketing trip in order to book a session.

 

Master Classes

IGS also conducts Master Classes from time to time in conjunction with Insurance companies or dealer groups.

A Master Class is a comprehensive eight-hour, four module course that will give an adviser a thorough understanding of technical, legal, taxation and marketing issues relevant to succession planning and Business Insurance.

Details of Master Classes will be notified from time to time.

 

Copyright: Ian Gray Solicitor

 

 

Adviser Tip

The Training Session is designed to help an Adviser market Business Insurance methodically and confidently.

 

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.