iPipeline's SolutionBuilder now features a Risk & Mortgage Protection Report which enables advisers to demonstrate protection needs to their clients during a mortgage sale.
Following input of basic mortgage details, the service produces a report that helps align the client's personalised risk during the mortgage term, against the likely protection costs. The report covers life insurance, critical illness cover and income protection. Paul Yates, product strategy director at iPipeline said: "Utilising the data we hold behind SolutionBuilder to populate the personalised report, is further supporting advisers to stress the importance of protection within their...
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Advisers will give the building society's mortgage customers advice about protection as well as financial planning