A simple proposition.Choose one client you believe could benefit from a review of their Life, TPD, Trauma and Income Protection insurance.
I’ll do the work.
What you receive
A comprehensive market review of your client’s existing insurance.
Identification of any genuinely better alternatives.
A clear comparison of available options.
Research completed by me, not your office.
The outcome
I’ll tell you.
The case ends there.
No charge to you.
No charge to your client.
Provided the client is in suitable health, I’ll prepare:
Your client remains
You retain the client relationship.
I simply become your outsourced insurance research and administration team.
You’ll be able to experience exactly how I work while investing very little of your own time.
If you’d like RMS to continue
Once the application has been submitted, you’re welcome to take the case back and continue managing it yourself.
We can enter into a simple agreement whereby Avalonfs Pty Ltd receives the insurer’s first-year upfront commission and second-year renewal commission — only if the policy is accepted and goes into force. If the policy doesn’t proceed, I receive nothing.
Following the insurer’s two-year responsibility period, we can either transfer the servicing rights back to your practice, or leave them with RMS if that better suits our original agreement.
Why am I doing this?
One real client case. One case. No obligation. No risk.
If you like the experience, we can discuss working together again. If not, you’ve lost nothing.
Reply with “One Case”
Kind regards,
Robbie Slaney
Authorised Representative No. 1273362
RMS General Advice Pty Ltd
ACN: 656 632 281
Authorised Representative of AVALONfs Pty Ltd
AFSL No. 437518
www.avalonfs.com.auDISCLAIMER
The information on this page is general in nature and does not take into account your personal objectives, financial situation, goals, or needs. It must not be regarded as legal advice, personal advice, or a recommendation.
