About this Event
This 3-hour training course will help you become an expert in KiwiSaver and show you how to implement KiwiSaver advice into your process:
- KiwiSaver Essentials
- The Generate "Advice online" tool
- Process – best practice
- Referrals – using KiwiSaver to broaden your client base and expand your network.
- Generate – develop your understanding of the Generate product and investment strategy.
- The ideal client presentation – key discussion points and creating a simplified method.
- Completing a KiwiSaver application
To get the most from the event, please ensure you have completed the adviser accreditation.
Existing advisers are welcome to join this as a Refresher.
There will be tea & coffee on arrival, and morning tea during the break.
Free parking is available on site in Commercial Bay. Eloah will email all registrants to send through parking information and instructions.
One of us will meet you downstairs and bring you up to the training room. Any issues finding the Jarden House, please contact [email protected] or 0221524660.
We look forward to working with you!
The Generate Team.
Event Venue & Nearby Stays
Generate Head Office, Level 9, Jarden House, Auckland Central, New Zealand
NZD 0.00