Later Life Academy Fact Finding Module
Time and date:
22 April 2014
10.00 AM to 22 April 2014
2.00 PM
Location: London
Organiser: Later Life Academy
Website: Click here
Do you want to know more about Fact Finding and your clients needs? Is your fact find suitable for the later life market? What about your clients soft needs (i.e. what are your plans in retirement – hobbies etc) and Hard facts, understanding the customers financial needs now, in the medium term and long term, what do they want to leave to their beneficiaries. Do you need a helping hand with your suitability reports?
This module will provide you with 10 points towards graduating the *Later Life Academy if you are a member.
*For further details on the Later Life Academy then please email enquiries@laterlifeacademy.co.uk or call 01452 310777 Option 1.
