e-Book: Shedding light on protection planning

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COVER and Old Mutual Wealth have joined forces to produce this e-book to help bring into focus areas in protection and financial planning that many financial advisers are missing out on.

This e-book will look at:  How to tackle re-broking critical illness policies using strategies like taking a portfolio approach to plans Bright ideas to identify further opportunities in protection such as business protection Financial planning to reduce a client's IHT liability  Top tips for financial advisers to use social media effectively to generate leads, manage reputation and build awareness  To view the e-book click HERE  Alternatively please copy and paste this link into your browser as follows: http://view.ceros.com/incisive-media/old-mutual-ebook-1/p/1

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