Estate liquidity analysis made easy
CPD Accreditation detail
Professional Body: IOBSA
CPD hour allocation: CPD Hours (online learning): 3 CPD hours
CPD Accreditation Number: IOB155
How to identify upsell opportunities (life cover) by conducting a basic estate liquidity analysis.
The following topics will be covered in this course:
Terminology when talking with clients
What is estate liquidity?
Cost of an estate
The process to determine liquidity shortfall
Life cover – the solution for liquidity shortfall
Downloadable calculation tool