Zurich
Go to: Zurich Adviser Assist
AFA Adviser of the Year Awards - Sponsored by Zurich
Nominations are now open for this year's AFA Adviser of the Year Award and we're keen to hear your say about who would be a worthy recipient in 2008.
As you may already know, the Association of Financial Advisers (AFA) established the award to pay tribute to the industry's leading lights - advisers who not only run highly successful businesses but go above and beyond in their contribution to the industry and broader community. This year's award will be presented at the AFA's Annual Conference Gala Dinner at the Crown Casino in Melbourne on 21 October.
Zurich helped the AFA set up the award in 2003 and has been a sponsor ever since. Our company is proud to provide ongoing support for the promotion of the Life Risk industry.
Please take a few moments to consider whether there are any individuals within your own practice or dealer group who fit the bill for this prestigious award. If someone comes to mind, please fill in the nomination form and return it to the AFA by 31 July. Instructions are on the nomination form.
For more information, please contact your BDM on 1800 252 650
-
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. |