There is a strong focus in the industry on placing policies into Trust, and for good reason. In most cases, using a Trust is straightforward and ensures the policy is structured correctly for clients. Cura highlights that while there are a few exceptions, it’s generally an important step that shouldn’t be overlooked.
In the latest AMI Protection Viewpoint report, only 39% of respondents recalled their broker asking about protection insurance, but 99% of brokers said they asked their clients about it
Life is a lottery. One minute everything could be going your way, the next something crops up that blocks your path. The problem may be small, simple to solve and something you can easily overcome to get back on track.
Over the recent weeks and months, I’ve had several conversations with Advisers where they are struggling to explain how providers approach workers with more than one job. This is not a new issue but one that’s more prevalent today.
Not yet registered?
Please complete this form to join our community