Replacement of products can be contentious when it is seen to be maximising advisers revenue. However, we know good advice allows the adviser to recommend the best solution to meet the needs and goals of their clients.
In this webinar we have a panel of experts to discuss the key principles to making sure any replacement of products result in good outcomes for your clients. Business being replaced is not only insurance but could be mortgage refinance or switching KiwiSaver funds too.
Our panel from each of these product sectors will give practical examples of what they are seeing as good practice and guidance to help you stay compliant with this important part of your advice process.
Michelle Sargeant - National Sales Manager, Pepper Money
Leigh Bennett - Product Training Manager, Fidelity Life
Debbie Tuddenham, Head of Select Wealth