With so many options available in today’s marketplace, it’s very easy for consumers to get confused when left to their own devices which could leave them financially exposed.
Our latest whitepaper examines the importance of financial advice; the role advisers have in helping clients understand their options whilst asking if advisers have a duty to integrate a conversation about General Insurance into mortgage advice.
Download your free copy now.
- The importance of your advice
- There’s no good reason not to sell GI
- Clients need GI advice
- Responsibility for consumer perceptions
- It’s unacceptable to leave clients’ investments unprotected
- Ignoring GI is a dereliction of duty
While you're here, why not download our other free whitepapers?