038. Will and Trust services is coming!

Finally, the final piece of product is going to be introduced into the platform - Will and Trust services. We have been eagerly waiting waiting for it. For, in the platform, we are already able to provide investment, insurance and other services like housing loan.

To me, that means gone are the days of tying to different companies to provide a comprehensive financial service to a single client. Tying with different companies present some difficulties. The most prominent faced by agents are the maintenance quota and training hours. While training hours may be easier to hit, sales quota will be a bit tricky. Another problem would be the selection of the company for a single product. Clients may have preference of certain company brand name.

It's good news to me. Now I only has to maintain contract with a single firm, while giving choices of many providers to clients. Hopefully, it means good news to them too.

The training is in March 2015. I wonder when is the official launching date.