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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