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One of the prime examples of advisor prejudice is where an Independent Advisor advises a client to transfer a Retirement Annuity [via a Section 14 transfer] from a Life Office to a LISP or another Life Office. Essentially two things happen:
New research by the Insurance Sector Education and Training Authority (INSETA), shows that in the 2011 to 2012 period, despite a large number of resignations and dismissals largely attributable to issues surrounding the new legislation, the insurance sect
Brokers seek to expand through acquisitions in three key markets
How is your business leveraging the efficiencies and scale offered by technology without diluting your human edge?