Tony Müdd: When signposting does work

'Write it, refer it, don’t ignore it.'

clock • 4 min read

Tony Müdd explains the impact of signposting in action and the progress of St James Place Protection Planning

When St James's Place Protection Planning (SJPPP) received a call from a customer only five days of the policy being placed on risk and asking for the policy to be cancelled, we knew that there was an issue. In that time the wife had been diagnosed with cancer and the husband had made this request, as he felt that there was no way the insurance company would pay out. On the face of it, it does seem a little coincidental. Upon review, we discussed the issue with the client, liaised with the provider and had the sum assured paid out under the critical illness plan. Everything was legiti...

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