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Later Life Academy Fact Finding Module Webinar

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Fact Finding Webinar

The 2 sections of this Fact Finding Webinar will cover..

Fact Finding and Clients needs

  • The role of the fact find
  • Soft fact-finding
  • Fact-finding to provide holistic advice
  • MMR Update and impact on advice
  • Key Issues to look out for
  • Health & Lifestyle – Why you must ask
  • The role of the solicitor
  • Assessing means tested benefits

Suitability Reports

  • Cut & paste v’s Report writing software

Funeral Plans

  • Regulation Landscape
  • Why Pre-Pay?
  • Overcoming objections
  • How they work – a growing market place

Once you have viewed the webinars you can select the exit test to be sent to you, once this is completed you will receive an automatic response advising if you have obtained the pass mark of 70%.

This webinar will provide you with 10 points towards graduating the Later Life Academy if you are a member.

The Later Life Academy points are only gained upon completion of an exit exam.

This webinar will also go towards structured CPD if you are a member of the Later Life Academy or not, and a certificate will be sent to confirm this.

For further details on the Later Life Academy then please email enquiries@laterlifeacademy.co.uk or call 01452 310777

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