Category: Mortgage
Don’t believe the hype over Decreasing Term Assurance
Discover why Decreasing Term Assurance may not be the best value for clients despite its popularity. Learn how focusing on price can compromise quality and why guiding clients based on need is crucial.
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Why Mortgage Adviser-to-Protection Adviser Referrals Often Fail (And What to Do About It)
Discover why mortgage adviser-to-protection adviser referrals often fail and how coaching can improve success and customer outcomes.
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Growing Protection Advice in the Mortgage Market – June forum recap part 1
Expert panellists discuss growing protection in mortgage advice, with a focus on income protection, client engagement and Consumer Duty. Listen to the full session and explore key highlights.
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Why advisers should be careful of using relevant Life Cover for mortgages
Discover why advisers should be cautious when using Relevant Life Plans for mortgages. Learn about the rules, conditions, and the importance of trusts in ensuring tax efficiency and appropriate usage.
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