For Employee Benefits Carriers and Intermediaries
Milestones provides solutions to insurance companies, asset managers, brokers, and agents to help your organisation deliver the best results to your clients.
Design and delivery of training to Employee Benefits Carriers and Intermediaries.
This training, which is in partnership with Professional Sales Plus (www.professionalsalesplus.com), covers the following areas.
- Sales
- Sales Support
- Legislation
Compliance Services
- Review, Creation of Members’ Handbooks & Newsletters
- Creation of SIPPs
- Pension plan compliance reporting (carriers)
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