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What are the important considerations when recommending life and critical illness cover?

What are the important considerations when recommending life and critical illness cover?

About The Author

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Rob Harvey supports Protection Guru in it’s detailed research & benchmarking of protection products and features. He works alongside the team in helping drive product innovation and improvements with insurers and engages with adviser firms in ensuring they have the right tools & resources at their disposal to deliver the best protection advise. Prior to joining Protection Guru Rob spent 9 years at protection specialists Drewberry, where he worked as an adviser, learning & development manager and finally head of health & protection. In his spare time and when not out enjoying the pubs & bars of Brighton, Rob collects vintage clothing, is an historic motor racing enthusiast and avid country walker.

1 Comment

  1. jerry THOMPSON

    Good educational article , especially valuable to newer advisers in the industry , and maybe some of the older ones too. With litigation / ombudsman rulings it is vital that advisers keep abreast of changes to policies and make sure that the rationale is documented in any supporting literature to clients for the recommended plans

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