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Adviser Training

 

Two-Hour Training Session

Clover Law 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 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.

Clover Law supplies a Training Kit for each attendee.

 

Training Fee

The fee for a Two Hour Training Session is:

  • Single Adviser - $550; and

  • Two or more Advisers - $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 session.

 

Master Classes

Clover Law 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: Clover Law Pty Ltd

 

 

Adviser Tip

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

 

See more Adviser Tips

 

 


 

Please contact us to arrange a meeting or teleconference.