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MLC: Part 1 Building a Modern Insurance Philosophy Workshop – Covering the Right Amounts

October 19, 2023 @ 11:00 am - 12:00 pm AEDT

Having a clear methodology for how we construct our advice is more important than ever, both when it comes to efficiency of getting advice in front of clients, but also in seamlessly discharging our compliance and ethical obligations. In part 1 of this 2-part session, we will look at how we can initiate this discussion an appropriately diagnose truly personalised risk need to fit the context of a client's overall goals and objectives. PRESENTER: Marshall Ross – Strategy & Risk…

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Details

Date:
October 19, 2023
Time:
11:00 am - 12:00 pm AEDT
Event Categories:
,
Website:
https://mlclife.zoom.us/webinar/register/WN_beLHjrEEQZuE5QllhXHOxQ

Venue

Webinar

Organiser

MLC Life
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