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...
Leading With Distinction
Alongside home and travel cover
Streamlined trust process
Includes remote GPs