The burden of administration on protection advisers is restricting market growth, writes Assured Futures MD
There was a time when the job title ‘protection adviser' pretty much summed up what the job was about. You spoke to people about their personal circumstances; you got to know about their situation; you gave advice based on those details and your knowledge of the market; you made recommendations, wrote up the notes, and moved on to the next client. But for many protection advisers those days are long gone. They've been replaced by a myriad of administration and underwriting related duties that...
‘Times are changing’
'Be transparent, appropriate and timely'