FREE Later Life Academy Induction** and Fact Finding Module.
Time and date:
03 December 2014
9.30 AM to 03 December 2014
4.30 PM
Location: Shrewsbury
Organiser: Later Life Academy
Website: Click here
Summer Special!!
**Attend the Induction Module for free if you sign up before the 5th September 2014.
Price will be amended after this date.
Morning Session... 09.30 - 13.00
Later Life Academy Induction
Introduction
· Why are you here?
· Benefits of being a member of LLA
· The changing landscape of the Later Life market.
Later Life products and matching needs
· The Later Life product range
· The at-retirement consumer journey
– we’re all individuals now
· The issues facing the consumer in retirement (not just about FS products but also how they live, dealing with loneliness, activities, dealing with fears, dreams and aspirations)
· Understanding the effects of ‘grey’ inflation
· Long Term Care Overview
· Funeral Plans
– how they work
– a growing cost
This module will provide you with 15 points towards graduating the Academy if you are a member. The Academy points are only gained upon completion of an exit exam.
Afternoon Session... 13.30 - 16.30
Fact Finding Module
Fact Finding and Clients needs
· Is your fact find suitable for the later life market?
· 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.
Suitability Reports
· A helping hand
This module will provide you with 10 points towards graduating the Academy if you are a member. The Academy points are only gained upon completion of an exit exam.
These courses will also go towards structured CPD if you are a member of the Academy or not, and a certificate will be sent to comfirm this.
For further details on the Later Life Academy then please email enquiries@laterlifeacademy.co.uk or call 01452 310777 Option 1.
The Later Life Academy reserve the right to cancel this event if there is not enough interest to run it.
