Russell Hutchinson Opinion
Policy documents must improve
Monday 11th of June 2012
Consider a review of a statement of advice - the insurance adviser has a big stack of SOAs pre-printed in the corner of his office.
When he meets a client he does a gloriously detailed fact-find, and a fabulously good job of figuring out what cover the client requires and how much.
But because he hates writing reports and hasn't bought a decent computer system he just writes a bri...
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