Adviser Support

The IGS Adviser Support System is a system that provides marketing and technical support to individual licensed Advisers around Australia in the Business Succession Planning and Business Insurance area.

Purpose of Adviser Support System

The Adviser Support System is a comprehensive, structured marketing approach to Business Succession Planning and Business Insurance.

The purpose of the System is to:

Overcome an Adviser’s technical concerns about Business Succession Planning and Business Insurance;
Assist an Adviser to meet compliance obligations with respect to Business Insurance;
Effectively market an Adviser’s Business Insurance Services; and
Generate increased Adviser income from meeting the Succession Planning Needs of existing and prospective Clients.

The Adviser and IGS achieve these goals by working, planning and marketing together using a common methodology.

Alternative Working Arrangements

IGS offers three different ways of working together, depending on how actively the Adviser wishes to promote Business Insurance during a 12 month period.

Regular Marketing Trips

Click here to read about IGS' regular marketing trips to capital cities.

How the Adviser Support System Works

Click here to see a summary of how the System works.

Two-Hour Training Session

IGS conducts an introductory training session designed for Advisers and Administrative Staff who will be involved in the documentation of Business Insurance cases.

The session is:

mandatory for Advisers who acquire a Marketing Licence; and
optional for Advisers who acquire a Documentation Licence.

The session is a structured presentation that focuses on marketing and practical issues. It is designed to help an Adviser market Business Insurance methodically and confidently.

Click here for more information about the Training Session.

Free 20 Minute Teleconference

If a Client is uncertain whether to attend a Client Meeting or use the IGS Documentation Service, IGS offers a free teleconference (of up to 20 minutes) with the Client to explain the purpose and benefits of a Complete Succession Plan and the "One Page, One Policy Strategy".

Adviser Updates:

See here for changes to Succession Planning practices and the web site.

Adviser Tip

The Adviser Support System is designed to overcome an Adviser's technical concerns about Business Succession Planning.

See more Adviser Tips

Current Marketing Schedule

Ian Gray travels to most capital cities regularly throughout the year and is available for Meetings.

Please click here to see his availability in Brisbane, Sydney, Melbourne, Adelaide and Perth.

Please contact us to arrange an appointment or teleconference.