There are not many mortgage and protection advisers who would challenge that client engagement isn’t a good thing. Engaged clients are more responsive, more likely recommend and more...
I’ve lost count of the amount of my clients who’ve been into my office over the years with their spouse/offspring/family member and said to them, “If anything ever happens to me,...
Legal & General has launched SmartQuote - a mobile friendly tool which allows consumers to get a household insurance quote in about 90 seconds by answering five questions.
The Right PMI has announced a number of new developments to its PMI sourcing system, including the addition of an automatically generated, fully-compliant fact find and suitability...
Insurance broker Pure Protect is set to make its debut at Financial Services Expo London, taking place at Old Billingsgate on Wednesday 13th September.
Nearly a third of UK employees have no financial back-up plans in place to support their lifestyle should they lose their primary source of income, research from Legal & General...