Advising on protection policies and writing in trust should not be a disjointed process, a tax and legal consultancy has said.
Zurich has announced its dates for the implementation of gender neutral pricing for UK Life customers taking out new protection policies.
Two thirds of organisations have yet to adopt any sort of wellbeing programme despite the majority of firms understanding the related business benefits, research finds.
Zurich has re-launched a microsite for protection advisers.
Advisers are missing out on £22,644 of potential protection business from existing clients, a client management system has shown.
Health Shield will launch a round-the-clock GP helpline and paperless system next year as part of its product development drive.
Advisers are demanding greater certainty from insurers on G-day plans.
Policy exclusions and trust are secondary to cost as barriers to protection purchase, Mintel and Global Market Insite (GMI) statistics have shown.
Health Shield has launched two flexible benefits which exclude dental for its flex schemes to combat product overlap.
A former adviser who won £25,000 in compensation after being unfairly dismissed for 'drunkenly offending' a client is still awaiting her payout months after the case was resolved in her favour.