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Overview

Agenda

Speaker Profiles

Learning Outcomes

Registration Details

'Delivering the Value of the Promise'

Welcome Have you not yet needed to help a client navigate the life risk claims process…and hope it never happens? Have you had a client claim but not made the most of the marketing you could springboard from that experience? Do you use the tangibility of the future claim to help engage the client in the life risk discussion? ...or is the life risk insurance claims process an apparent black hole that holds nothing but mystery and intrigue?? Not much has been showcased about life risk claims and their 'use' in your business – and we think it’s about time that was addressed. This is a workshop unlike any other you’ve been to and you will go away with a renewed vigour and an armoury of information to accelerate your advice outcomes. We guarantee you will be more of an advocate for your own industry; you will market more effectively; you will handle policy ownership more professionally and effectively with more of an estate planning focus – overnight – and you will get more business over the line from your first client meetings. Then when the claims happen, we guarantee you will be enthusiastic and informed about getting involved and reaping the benefits to clients and to your business by doing so. Claims are what you give life risk advice for; they are what life insurers are in business to manage and pay…spend a few hours filling in the gaps and you’ll go away glad you did. The Life Risk Masters Forum is a joint initiative between the risk store and Zurich and was convened to bring quality practical learning to advisers around the country, on topics that are not delivered in other forums. We look forward to seeing you there. Sue Laing - Managing Director

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