£19.76

AiR Sourcing Training Workshop-London Afternoon Session

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Retirement Advantage Office

110 Cannon St

London

EC4N 6EU

United Kingdom

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AiR Sourcing Pop Up Workshops

Anyone advising in the retirement lending market will know that we are recommending products that will in most cases, last for the entire duration of our clients’ lifetime. As such, we only get one chance to conduct thorough research and recommend the right product.

AiR Sourcing is the award winning retirement lending sourcing system used by the vast majority of professional advisers.

In January 2018, the newest version of AiR Sourcing will be available to you free of charge. Your clients will become the core of the system, allowing you to complete a range of tasks quickly and efficiently with no duplication of data and a full audit trail. You will also gather Unity Reward points for almost every interaction with the system that you can convert to cash benefits, special deals or market related charity donations. You will also see a range of online instructions for other products that will pay you commission.

Come along to our Pop Up AiR Sourcing Workshops to learn what the new system will do for you and your clients and pick up some valuable tips on new products and product research.

Workshop Learning Objectives:

  • How to extract the key information from your fact-find to ensure you are searching for the right product.
  • How to use the new AiR Sourcing system to identify the most suitable products using the new filtering system.
  • It’s not about the best interest rate… Learn the true value of products and how they will benefit your clients throughout their lifetime
  • Understand the Cost Per Thousand comparison and how this identifies the truly best value product
  • See the new sourcing system for 2018 and all the new time saving features
  • Learn how you can earn more money by a few extra clicks!
  • See the vast range of new tools, resources and videos with the latest version for 2018.

It will also provide an opportunity for you to pick our brains on any aspect of advising in this market.

You will receive full CPD and 500 Unity Rewards Points* for attending this event.

*Unity Rewards is a free rewards scheme that allows you to accumulate reward points for any engagement with our services. You can convert points to cash, special deals or to charity donations. Find out more at www.UnityRewards.co.uk and if you haven’t already, register…its FREE!

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Date and Time

Location

Retirement Advantage Office

110 Cannon St

London

EC4N 6EU

United Kingdom

View Map

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