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Scientists and specialists

22 January 2004 | Life Underwriting

There is no room for chancing in today’s financial and legal environment. If you consider the amount of cover offered in today’s policies, no company is going to accept questionable decisions.

When nominating a beneficiary is not a good idea

22 January 2004 | General

Every intermediary is taught that a beneficiary should be nominated whenever a policy is bought by a client. This will ensure that the proceeds of the policy go to the correct person chosen by the policy owner. But there's more...

Putting the pieces together again...

22 January 2004 | Dread Disease and/or Disability / Critical Ilness

When deciding whether a client needs disability or impairment cover, the intermediary needs to assess which type of cover is most appropriate to protect that particular client against a loss of income based on an understanding of when and how much each be

quick poll

Question

COFI is coming, bringing a wave of change for financial planners. Which one of the following disruptors will have the biggest impact on your business?

Answer

Adviser categorisation Omni CBR Remuneration models We are ready for all of it

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Life Insurance

Scientists and specialists

When nominating a beneficiary is not a good idea

Putting the pieces together again...