Course Content
The first week’s training course covers extensive knowledge
of;
* An introduction and history of the company
* Meeting the key HQ and regional people
* The full training plan now and the future
* Will Writing – background and law
* Lasting Powers of Attorney
* Our storage facility
* Living Wills
* Care home fee protection
* Severance of tenancy
* Funeral plans
* Probate
* How to complete our instruction forms
* Meeting agendas
* Our process of production
* Marketing services
* Telesales
* Inheritance Tax
* Business asset distribution
* Case study
* How to sell
* Mistakes and rectification
* Self generation of business
* Referral calls
* Institute of Professional Will Writing introduction
* Money procedures
* Rules and regulations
* Professional indemnity insurance
* Diaries
* Software and computers
* Working on solutions with colleagues
* And much more ...
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