Outsourcing Your Life Risk Insurance Advice
With the financial services industry being more competitive and regulated than ever before, more and more advisers realise that in order to provide high quality, compliant advice one must specialise. As a result, more and more Financial Planners and Accountants are outsourcing their client’s Wealth Protection and Insurance advice to Curo Financial Services Pty Ltd.
Curo has developed a reputation as one of the leading specialist risk practices in Australia with extensive expertise in all facets of the business and has long standing arrangements with many highly successful practices all around Australia for the provision of insurance advice.
Our service to your client is not limited to initial advice alone but continues in perpetuity and includes daily administrative functions such as the provision of tax statements to as simple a function as changing address details. We then offer regular reviews of your clients’ insurances and possibly most importantly, we handle all claims on their behalf. Our results in this area are nothing short of spectacular.
Our service to you, the planner or accountant, includes being a readily available technical resource, availability to speak at client education seminars or staff training days, assistance in the provision or development of marketing material and importantly a potentially lucrative method of generating additional income with minimal effort.
In summary, you will be providing your client with an essential, invaluable service in an exceptionally professional manner whilst improving your bottom line.
If you want to find out more about providing your clients with the facility to receive industry leading, specialised advice, call 1300 665 356 and ask to speak to Ian.