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Later Life Academy - Fact Finding Module

Time and date: 26 March 2015 9.00 AM to 26 March 2015 4.00 PM
Location: London, Ashfords Solicitors - EC4A 1AN
Organiser: Later Life Academy
Website: Click here

Fact Finding

Fact Finding and Clients needs

The role of the fact find
MMR Update
Attitude to Risk
Roll of Solicitor

Suitability Reports

Cut & paste v’s Report writing software

Funeral Plans

Regulation Landscape
Why Pre-Pay?
Overcoming objections
how they work – a growing

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.

This course will also go towards structured CPD if you are a member of the Academy or not, and a certificate will be sent to confirm 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 and refund any event should there not be enough attendees to run the event.