Russell Hutchinson Opinion

What advice can you offer your old whole of life clients?

Monday 15th of August 2011

Most Registered Financial Advisers (RFAs) have figured out that clients with whole of life policies issued before 1 January 2009 can be retained. But what, exactly, can you tell those clients?

Obviously you cannot talk to them about increasing their contracts - as that would be the sale of an addition to a category one contract - in fact, usually a separate contract altogether, clearly a...

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