Subject: How to help your clients to Set Goals Date : 09th Sep 2021 Speaker: Mr Gurbinder Singh, An acclaimed leadership Coach, Public Speaker & trainer. Link: https://drive.google.com/file/d/1kHla9l06dYJ-8I8IszGvQOaJahDgZ9Ih/view?usp=sharing
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Topic: coach your way to 5x growth by Yukti K. Mehandiratta Yukti K. Mehandiratta Date conducted: Thursday, 26th August 5 pm to 6 pm. Link: https://drive.google.com/file/d/1ZuT59foIVd7iSXJIlVzk0t2i3irpu-Zg/view?usp=sharing
Topic: Queries by ARIA members for BASL Membership Date: Tuesday, 17th August from 5 pm to 6 pm. Link : https://drive.google.com/file/d/1Tyr_XLs0ldQ35oYKlb1V1yLi5MW90OuX/view?usp=sharing
To view the recordings of the Session by Frank Maselli on Referral Marketing click here
The Covid-19 pandemic has focused the spotlight on the life insurance industry’s death claim payment process. An example will illustrate its lacunae. As part of the comprehensive financial advice our firm offers, we review clients’ risk coverage and recommend appropriate insurance policies, which they buy either directly or through an agent/brokers. Claim processing, too, is […]
In my investment advisory practice, I am reminded of this line: “ Will I be handsome, will I be rich?” in the famous song “Que Sera Sera” sung by Doris Day in Alfred Hitchcock´s “ The man who knew too much”. Let me narrate a personal experience I had about a decade ago. I had […]
In this session, he covers how to prepare for Disability. https://drive.google.com/file/d/1kMnY9sDRnajMV0L5E-nsE5nzoHJlWa0A/view?usp=sharing 1) Checklist for Preparing for disability – Click here 2) Draft of Conditional POA – Click here 3) Draft of Unconditional POA – Click here 4) Draft Letter of Instruction regarding health treatment – Click here
A friend called Kirit called me up to seek advice on how to get a flat held by his mother transferred to his name. His late father had bought the flat and nominated Kirit´s mother in the Society records. Kirit´s father had left a Will specifying Kirit´s mother as the sole beneficiary of all his […]
Click here to view/find the recordings and for the pdf file, click here