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 is under control – could cause problems. This might result in a higher premium or being turned down for cover. 

There are a few techniques that we have found to work well at EQ Investors which might be of interest. 

Read more here http://viewer.zmags.com/publication/532ce028#/532ce028/21


About Dan Atkinson

A Paraplanner at EQ Investors since August 2010, Dan’s Music Technology degree helps him approach Financial Planning problems creatively. IFP Paraplanner of the Year 2014 and member of the PFS Paraplanner Practitioner Panel, Dan is working towards Chartered status and recently became a CISI Accredited Paraplanner. Dan is also involved in youth work at his local Church in Hatfield.

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