Air Sourcing Training – Gloucester

Anyone advising in the retirement lending market will know that we are recommending products that will in most cases, last for the entire duration of our clients’ lifetime. As such, we only get one chance to conduct thorough research and recommend the right product.  Air Sourcing is the award-winning retirement lending sourcing system used by the vast majority of professional advisers. Air Sourcing is available to you free of charge. Your clients will become the core of the system, allowing you to complete a range of tasks quickly and efficiently with no duplication of data and a full audit trail. You will also gather Unity Reward points for almost every interaction with the system that you can convert to cash benefits, special deals or market related charity donations. You will also see a range of online instructions for other products that will pay you commission. Come along to our Air Sourcing Workshops to learn what the system will do for you and your clients and pick up some valuable tips on new products and product research.   Workshop Learning Objectives: How to extract the key information from your fact-find to ensure you are searching for the right product. How to use the Air Sourcing system to identify the most suitable products using the filtering system. It’s not about the best interest rate… Learn the true value of products and how they will benefit your clients throughout their lifetime Learn how you can earn more money by a few extra clicks! See the vast range of new tools, resources and videos with the latest version.  This workshop will run from 10:00 to 13:00 with tea & coffee provided. Places are LIMITED 8 places so grab your ticket now as these events are pre-booked only.  CPD & 500 Unity Reward Points* will be issued following your attendance at the event. *Air Rewards is a free rewards scheme that allows you to accumulate reward points for any engagement with our services. You can convert points to cash, special deals or to charity donations. The Air Academy reserve the right to cancel and refund any event should there not be enough attendees to run the event. Due to delegate cost to the venues we are unable to refund unless we can recover the costs from the venues. Data Protection: Any personal information provided to us for this event will only be used for the administration of the event and any feedback given. Please go to our website to view our Privacy Policy and Terms & Conditions (link at footer of the page).  

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