Are you missing out on one of the industry’s best free resources? – iPipeline SolutionBuilder users
With Consumer Duty requirements now long established the need for advisers to explore and evidence quality and value, has never been more important.
With over 56,000 reports generated last year, Ipipeline’s Product Features Report is a hugely valuable tool in any adviser’s armoury.
With the ability to choose 10 product features from a suite of 15 (per product) you can quickly compare the quality of the selected features, underpinned by independent analysis from the team here at Protection Guru. Once you’ve completed your analysis you can support your recommendation by either downloading the report(s) as a PDF, or email them to the client, adding another seam of evidence to support your recommendation and demonstrate your ongoing commitment to the delivery of good customer outcomes.
The Product Features Report is quick and easy to produce and is free of charge, little wonder so many advisers have embraced its use. Once you’ve attended the webinar, we’ll send you a certificate of attendance to support your ongoing CPD requirements and you’ll have access to the session recording if you need to revisit the session.
We’ve a total of seven, hour long webinars, you’ll see the date, time, and themes below, these are refreshed weekly, so you’ll always see the schedule for the next seven weeks:
Wednesday 17th September 10am-11am – Are you missing out on one of the industry’s best free resources? (The Product Features Report) – iPipeline SolutionBuilder users
Wednesday 17th September 1pm-2pm – Exploring Income Protection Advice
Tuesday 23rd September 3pm -4pm – The importance of regular reviews and how to compare legacy products
Tuesday 30th September 10am – 11pm – Providing Life Protection advice for Mortgage and Wealth Management advisers
Wednesday 8th October 3pm – 4pm – Why only assessing Critical Illness plans for Quality & Value fails FCA Consumer Duty requirements – And how to fix it
Monday 13th October 9am-10am – Are you missing out on the best way to cover families cheaply? The case for Family Income Benefit
Friday 31st October 12pm- 1pm – Selecting the best value Critical Illness plans for your clients
