Sustainable Finance for Insurance Agents
Speaker
Markus Kajaba
Partner
It's really happening now: As of August 2022, stricter information requirements will apply to the sale of insurance investment products! Prepare yourself specifically in order to advise your customers in the best possible way and to protect yourself from liability risks.
fwp partner Markus Kajaba not only gives an overview of Sustainable Finance in insurance sales in the free webinar of the Federal Board of Insurance Agents, but above all provides practical tips. Among other topics covered are:
- Specific examples of mandatory disclosures on websites.
- Exact procedure of a future consultation on sustainability factors, risks and preferences of products
- For the first time ever: templates for your ongoing consulting activities
- Advice on how to protect yourself against claims for damages in connection with allegations of incorrect advice.
Speaker
Markus Kajaba
Partner