Following our Doing Business, The New Normal webinar series, where we profiled iPort, we’ve seen a surge of enquiries as brokers look to iPort to support their client Investment and Retirement engagements.

As a result we are hosting iPort Zoom Demo Meetings, where we share with small groups of brokers how you can quickly and easily start using iPort to support you in the delivery of outstanding financial advice, culminating in a comprehensive digital report for your client.

If you’d like to attend the next available meeting, please contact your broker consultant or drop a mail to the Marketing.Team@newireland.ie

Below is an overview of what is covered in the iPort Zoom Demo Meetings:

• How iPort is easy to use and easy to follow.
• How iPort supports you in delivering accumulation and deculmulation retirement advice.
• Why having two ATR Questionnaires that you can email to clients adds significant value and peace of mind.
• How to compare ARF income with annuity income.
• The importance of projections and showing a range of potential outcomes.
• How to easily produce a comprehensive digital report for your client.

For further information on iPort, please see here.