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Flexible Financial Protection
Build a great business with great advice

 


This workshop is aimed at:-

  • Active advisers who want to maximise protection sales by reviewing their existing protection sales strategy.
  • Paraplanners who want to speed up the support processes in delivering quotes, recommendations and suitability letters
  • Compliance officers who are looking to review their current protection sales process to deliver a simpler, standard suitability report.  
  • Advisers who want to understand more about the Bupa protection offering.

The sales development half day workshops are open to all advisers, business owners and compliance officers who wish to take positive steps to improve their Protection sales and simplify the sales and administrative process.

The workshops are free to attend and attendance certificates will be produced for those requiring them

Click here or on the button below to reserve
your place at the Workshop Roadshow