Jon-Paul Hale
Article research and adviser perceptions

Monday 13th of August 2018
Over the years I have seen it suggested that you’ve covered the research and analysis aspect of the 6 step process for life insurance if you have a copy of the research used in the report in the client file.
Which is fine if you’ve read the document and actually used the research to give the advice.
However, the bastardised check the box compliance aspect with this is one of...
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