Welcome to this training on compensation statements.
As an independent financial advisor, the precise management of your compensation is a cornerstone of your practice. Understanding and navigating insurance and investment compensation statements is crucial to your accounting, financial tracking and regulatory compliance.
You will learn how to navigate effectively in the SFG/AgenZ ecosystem. We will clarify the use of the Centralize and VieFund platforms, allowing us to carry out the necessary verification by comparing these data with the primary sources of insurers.
The learning objectives are:
- Identify where and how to view insurance and investment compensation.
- Acquire knowledge of dual sources of verification for insurance compensation (institutions and Centralize).
- Develop skills for using VieFund for passive income tracking and investment reconciliation.
- Know how to report a discrepancy and use data tracking to justify an active and compliant practice when renewing a certificate.
Here is the lesson plan:
- Course Introduction: Welcome to this course.
- Know how to differentiate compensation and commissions.
- Where and how to view your compensation statements?
- Insurance compensation: double source of verification.
- Investment compensation: the sole source of the VieFund.
- The Importance of communication (Zendesk).
- Data at renewal of certificate.
- Demonstrations: Visual presentation of the method for obtaining pay statements at the main institutions.
- Conclusion: Synthesis of the training.
