Wisdom on writing protection for high-net-worth clients and why cutting out insurers makes his life easier
Location: London Products you advise on: I am a pure protection adviser and advise mainly on life insurance for inheritance tax (IHT) planning purposes. I also advise on personal and business protection where clients have a need for this. Typical client profile: A typical client is someone in need of life insurance for IHT. Putting protection in place for IHT makes up around 95% of the work that I do. I don't target clients directly, but rely on my professional adviser relationships such as with lawyers and accountants, who will refer their clients to me when they identify a potential...
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