More helped needed for non-protection specialists and three key areas of friction outlined
Insurers should be integrating with practice management and cash flow planning tools used by wealth advisers, FTRC's research into adviser preferences has revealed. The study also highlights that life insurers need to do more to support advisers who are not protection specialists. These would include wealth advisers, financial planners and mortgage advisers. Friction The research also outlined three key areas of friction between insurers and advisers. Many insurers do not provide enough...
Brings over 25 years’ experience
Staff can come in if they wish
To embed people risks into business insurance offering
‘Change can be extremely positive’
After more than 33 years