Offering value-added services to suit your client's individual needs demonstrates a genuine interest in their overall well-being, not just their financial needs.
Income protection is designed to safeguard your client's income if they're unable to work. Yet, the conversation can be a tricky one to have.
The income protection conversation can be a tricky one to have
Just like Apple vs. Android, it’s been debated over the years. The answer is quite simply, and possibly frustratingly, it depends.
Catherine Trimble takes the role