F&TRC's Adam Higgs analyses how two insurers have launched online propositions in a bid to improve the numbers of advisers putting policies in trust.
We all know that more policies should be put in trust, however when the process of getting forms signed by the right people, in the right place, in the right order is often so difficult, it is no wonder many advisers and clients overlook them. There are many reasons why more trusts are not implemented and one of the big ones is that creating the trust has always been a separate process to the application. In many cases providers do not even provide access to trust forms anywhere near the online...
Unum has published its third annual claims statement with information on every new group income protection (GIP) claim it paid in the last year.
'Vary in effectiveness'
Cura Financial Services are going to be hosting a live broadcast discussing how advisers can benefit from quirky marketing.
Advisers urged to start planning