Information That You Will Need To Provide
- Basic information about your practice (name, contact details, key facts).
- Short written answers to the initial application questions.
- A 3–5 minute video where you explain the Unique Service Proposition (USP) of your practice.
- Ideas to cover:
- What do you think makes your practice stand out in delivering risk advice?
- What is unique about your business and its offer to your clients? Could include culture, service model, client relationships, technology.
- Looking ahead, what excites your team most about the future of life insurance advice?
- How does your practice contribute to the advice profession or your community?
As the form must be completed in one sitting, the video should be prepared and ready for upload before you start the form.