Tips for better client outcomes : life cover

In the November 2015 issue of Professional Paraplanner I took a look at the underwriting process. This is where an insurer decides whether they want to offer cover and whether the premium needs to go up (it never goes down!!)… For health individuals this is generally straightforward but an old health condition- or something that […]

Cashflow modelling: visualising your financial future

Whilst not an exact science this is a tool that I use at work to help people visualise their financial future. Most ventures use projections based on assumptions when planning the future. It informs decisions and helps work out whether a risk is realistic or reckless.  Professional Paraplanner have posted a few insights from me […]