Providing a non-advised pathway to protection for customers forms part of a holistic spectrum and should focus fulfilling customer needs, writes Enduralife managing director, Kevin Paterson.
Signposting is a hot topic currently and it is widely accepted that if a broker is not able of offer protection, they should be referring it across to someone who can. This is Treating Customers Fairly (TCF) as protection is the bedrock of any financial plan. Asthe new MD of Enduralife, I'm well aware of the crucial role protection brokers play in securing people's finances. Not only does protection protect clients financially against illness and death, it can also protect their house if they can't work to pay the mortgage or secure their investment portfolio against crystalising losses ...
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