Indexation options can help advisers differentiate and add value for clients, writes Mike Devaney
As we become a more digitally enabled society, inevitably advisers are being pitted against online aggregators and life providers for their protection clients. Online and direct channels offer a quick and slick process for effecting life insurance. They can also offer products at a discounted price. Many aggregators or life providers will be happy to make a loss on their protection sale for the long-term benefit of gaining that customer. They'll have many different products and services that they'll...
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From 20 April