"They had life insurance in place, but the Trust was never completed and with them not being married things did not turn out the way that you would hope."
- Kathryn Knowles, Cura Financial Services Ltd managing director
A while ago Charlotte was buying her dream home with her partner when he unfortunately passed away. They had life insurance in place, but the Trust was never completed and with them not being married things did not turn out the way that you would hope.
Charlotte explains what happened and how even phone calls from her partner confirming her as the beneficiary were not enough, it all came down the signature on the form.
This is why Charlotte is so passionate about Trusts and has a phenomenal amount of her clients completing them, far higher than the industry average of 20%. We’re talking wills, lasting powers of attorney, Trusts and more.
Listen to the episode here
The next episode of the season will see Matt Rann back with me and we will be talking about protection insurance and ovarian cancer.
If you want to know more about how to arrange protection insurance, take a look at my new Protection Insurance in Practice course here
Don’t forget to claim your CPD certificate once you have listened to this episode.
Our certificates are accredited by CPD UK, through our sponsor Octo Members.
Please don’t worry if your work systems are not keen on the CPD form - it’s a google form. Contact me on social media or through the website and I will be able to issue the certificate directly to you.