Gregory details the benefits of the somewhat niche policy and what advisers need to know about the relatively straightforward process to set the coverage up, as well as the value of having an expert on hand at claim time.
Tune in to hear:
- Why the ability to transfer a childhood trauma policy to an adult policy with no underwriting can be so valuable.
- The broader issues with fewer financial advisers working in risk advice.
- How advisers who don’t write a lot of risk should lean on insurer’s business development managers.
- Why there needs to be a more transparent system for professional year candidates.
