FREE Later Life Academy Induction** and Fact Finding Module.

Time and date: 30 September 2014 9.30 AM to 30 September 2014 4.30 PM
Location: Swindon
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.