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Course: The ten-step process of professional client engagement for long-term insurance related advice

R350.00 (incl. VAT)

The client engagement process is fundamental to your success as a long-term insurance advisor and intermediary. During this course you will gain a deeper understanding of the essential components of professional client engagement when providing long-term insurance related advice and services. The fundamentals of professional client engagement, as highlighted in this course, will lay a sound foundation for you to build, establish, grow, and sustain your practice.

Description

The client engagement process is fundamental to your success as a long-term insurance advisor and intermediary. During this course you will gain a deeper understanding of the essential components of professional client engagement when providing long-term insurance related advice and services. The fundamentals of professional client engagement, as highlighted in this course, will lay a sound foundation for you to build, establish, grow, and sustain your practice.