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Level of understanding and perceptions 

30 August 2022 Catalyst Research & Strategy

https://www.research.net/r/CryptoBenchmark2022

Quick Polls

QUESTION

The New Year is a great time to talk to your clients about important insurance and investment decisions. What is your go-to strategy for re-engaging clients in January?

ANSWER

Discuss necessary portfolio realignments
Remind clients to update policy information
Review and refresh clients’ financial goals
Suggest a household budget review
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This month's headlines

Understanding treaty reinsurance – and the factors that influence it
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