Business Risk Research and SOAs with Quotemonster (online session)

Written By Doreen Dutt

🌟 Exciting News from Quotemonster HQ! 🌟

We're thrilled to announce our latest research into Business Risk products, including lump sum products and Key Person Cover. Stay ahead of the game and ensure your clients are well-protected with our in-depth insights.

But that's not all! Discover how you can effortlessly produce a Statement of Advice (SOA) tailored to your clients' business risk needs with our intuitive tools. Streamline your process and provide top-notch advice with ease.

Please email info@quotemonster.co.nz if you’re interested in joining us on Monday, 26 February 2024 11:00 am-12:00 pm to elevate your business risk insurance game!

This session will be hosted by our AdviceTech Lead, Aneel Ravji.

We look forward to seeing you there.

 
Doreen Dutt
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