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Complete the quiz to earn 0.50 CPD points.
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1. What is a primary purpose of a buy-sell agreement in a business context?
2. What is typically the main reason clients consider cancelling insurance policies, according to the discussion?
Quiz Results: 0/2 (0%)
Question 1:Correct
Question 2:Correct
Details
Carlie is a Financial Adviser at MBS Insurance. She and James discuss her experience in the insurance industry, her role at MBS Insurance, the company’s processes for engaging with clients and managing renewals, as well as the challenges and strategies involved in providing insurance-only advice.
Accreditation Points Allocation:
Technical Competence 0.2
Client Care and Practice 0.2
Regulatory Compliance and Consumer Protection 0.1
Learning Outcomes
The goal of this content is to broaden the learner’s understanding of how to:
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