Free

ClearChoice Chapters - February 2019 Galway

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Maldron Hotel

Headford Point

Sandy Rd

H91 ET6N Galway

Ireland

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A unique format to Brokerage education workshops!

The ClearChoice Chapters are our newest FREE workshops that we will host nationwide every 2 months(venues below to register) with 2 Hours CPD!

Shifting away from the traditional format of death by PowerPoint or one single presenter ,these workshops will be interactive & engaging panel discussions answering questions posed by you, our Broker network.

Paul Kelly & Paul Merriman will moderate the questions & discussions on these to maintain relevance for you.

We will discuss, debate & answer you questions on these topics with industry experts & product providers. The objective of these workshops are to educate & inform rather than promote one product provider over another.

Protection-Non price based products | Why aren’t they sold more?


Zurich and New Ireland will be interviewed by ClearChoice on;


Price versus Benefits in Protection;

  • How do we shift the price conversation/Industry culture on price
  • Advice versus price

Monthly Income on Death | Zurich & New Ireland;

  • The issues and merits of monthly income on death
  • Cashflow modelling
  • Taxation & Capitalisation
  • Multi-selling to include Monthly Income on death
  • Underwriting differences

Whole of Life Continuation with New Ireland

  • Under the bonnet of this unique product
  • Where it fits.
  • What's the catch?!

Standalone Cancer Cover with Zurich Life

  • Unique/Undersold as a product
  • Underlying features explained | Merits of Cancer Cover versus Specified Serious Illness Cover
  • Cancer trends | Male & Female


Structured Products | Under the bonnet

BCP Asset Management & Broker Solutions


BCP and Brokers Solutions will be discussing

Structured Products/Bonds;

  • Soft Protection
  • CGT versus other tax treatment on products
  • Brexit impact
  • The merits of the product in the current advice climate
  • Simplifying how kickout products are constructed
  • Key 2019 trends
  • MIFID 2 Regulations | Where are they going?

Send any questions you want discussed to myideas@clearchoice.ie

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Date and Time

Location

Maldron Hotel

Headford Point

Sandy Rd

H91 ET6N Galway

Ireland

View Map

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