Insurance

Clients complain about adviser fees

Monday 9th of March 2015

In a recent case, a couple wanted to reduce the amount they paid for their personal insurance. They were phoned by an adviser offering to help them and were told there would be no charge for a meeting.

The adviser prepared a detailed report with recommendations for changes to their insurance arrangements.  Eventually, the clients decided not to go ahead. They were then invoiced $450...

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