Aquarius wins best General Personal and Commercial UMA

27 February 2013 | People and Companies | Awards | Aquarius Underwriting Managers

Aquarius Underwriting Managers wins the Diamond arrow award for the best General Personal and Commercial UMA 2013! At the PMR Africa awards.

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Question

What can retirement funds do to improve client-adviser engagement during members’ employment years?

Answer

Advice at onboarding Annual adviser check-ins Meet-an-adviser workshops Offer advice at life-stage events

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