A Licensed Adviser is entitled to free Marketing and Technical Support on the terms of the Marketing Licence;
Advisers are encouraged to adopt a cyclical, proactive marketing strategy (rather than a reactive approach);
Client and Centre of Influence Meetings are conducted during cyclical, four-to-six-weekly Marketing Trips to each capital city at no additional cost to the Adviser or Client;
An indicative “One Page Succession Plan” is prepared at a Client Meeting;
The One Page Succession Plan enables the Adviser to make a comprehensive Insurance Proposal with respect to the Needs of the Business after the Meeting;
The involvement of Clover Law in this process overcomes any Adviser or Client concerns about legal, technical and taxation issues;
The involvement of Clover Law allows the Adviser to focus on insurance and commercial issues; and
Advisers acquire substantive skills and confidence while participating in the Client Meetings.

Adviser Tip

The One Page Succession Plan enables the Adviser to make a comprehensive Insurance Proposal with respect to the Needs of the Business after the first Meeting.

See more Adviser Tips

Please contact us to arrange a meeting or teleconference.