SolutionBuilder integrated to help accelerate the selling of protection alongside mortgages
Knight Frank, Just Mortgages (the financial advisory wing of Spicerhaart), Alexander Hall, Andrew and John Charcol have introduced iPipeline's SolutionBuilder to their advisers to offer protection as part of the mortgage sourcing process. The model helps demonstrate a client's risk and affordability, ensuring they better understand their need for life, critical illness and income protection. SolutionBuilder is designed to help advisers map budget, costs and benefits to their clients as well as...
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