Discover how adviser referrals to protection specialists work, including formal agreements, GDPR sharing requests, and commission arrangements. Learn best practices for successful referrals and maintaining client relationships.
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People outside the financial services bubble will know what life insurance is. But mention family income benefit (FIB) and it is likely the response would be a blank look.
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No one is good at everything. There will be things our partners do much better than we can, so we work as a team, relying on each other to play to our strengths. They might be the better cook, so we’ll leave them to it and do the washing up.
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