Jon-Paul Hale

Policy ownership, a simple concept?

Thursday 7th of November 2019

I wrote in an earlier article that I had discovered a bank was systemically administering policies in a way that is both contrary to industry understanding and the law.

Frankly, a basic level five core paper, everyone is complaining about doing, outlines it really clearly.

The policy owner controls and is the beneficiary of the policy.

"The owner of a life insurance...

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