Online process removes need for written signatures and allows advisers to set up trust as part of protection application
VitalityLife has today launched a new online solution aimed at making it quicker and easier for advisers to place protection plans in trust. The online process eliminates the need for written signatures and allows advisers to set up a trust as part of the protection application using VitalityLife's Adviser Hub self-service portal. The solution is available for all new personal and business protection plans. Placing a protection plan in trust ensures that the plan will not be subject to Inheritance...
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