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Things advisers should be doing at claim time

Things advisers should be doing at claim time

It pays to be involved with clients at claim time and understand your policy wordings; I have been astounded over the years, despite product accreditation, about the number of advisers that just don't know their policy wordings. We need to do better.

Jon-Paul Hale

Tue, Mar 28th 2023 09:05AM

When really does a life insurance policy start?

When really does a life insurance policy start?

Specificity and Policy Wordings

Specificity and Policy Wordings

What’s the choice?

What’s the choice?

How are you treating your 18-21-year-olds?

How are you treating your 18-21-year-olds?

Putting a locum into your firm may be harder than you think

Putting a locum into your firm may be harder than you think

Privacy is the issue no one is talking about

Privacy is the issue no one is talking about

Vocational retraining - the improvements

Vocational retraining - the improvements

Vocational Retraining - Does it work?

Vocational Retraining - Does it work?

Are your clients happy?

Are your clients happy?

Should we have simpler products?

Should we have simpler products?

Overcomplicating Advice

Overcomplicating Advice

Has Consumer got it right on insurance and advisers?

Has Consumer got it right on insurance and advisers?

Did your client understand your advice?

Did your client understand your advice?

Vax chat hits a raw nerve - advisers can do better

Vax chat hits a raw nerve - advisers can do better

Covid puts pressure on premiums

Covid puts pressure on premiums

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