• How can advisers help clients at claim time?

  • 2017/02/01
  • 再生時間: 8 分
  • ポッドキャスト

How can advisers help clients at claim time?

  • サマリー

  • Advisers who successfully support their clients through the claims process are better able to support the subsequent tailoring and revision of their financial needs. CommInsure’s head of distribution, Olivia Sarah-Le Lacheur, discusses with journalist of Risk Adviser, Adrian Flores, about the ways in which advisers can play a more active role in assisting their clients at claim time. http://www.riskadviser.com.au

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あらすじ・解説

Advisers who successfully support their clients through the claims process are better able to support the subsequent tailoring and revision of their financial needs. CommInsure’s head of distribution, Olivia Sarah-Le Lacheur, discusses with journalist of Risk Adviser, Adrian Flores, about the ways in which advisers can play a more active role in assisting their clients at claim time. http://www.riskadviser.com.au

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