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The details we notice first can sometimes lead us down the wrong path.
This short video from the award-winning #BigPicture campaign shows how making assumptions can make us think about a situation. Asking your clients the right questions can avoid an awkward situation down the track.
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This short video from the award-winning #BigPicture campaign shows how making assumptions can make us think about a situation. Asking your clients the right questions can avoid an awkward situation down the track.
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Case Study: Pam and Mike Hughes - Navigating Retirement with Flexi Payment Term Lifetime Mortgage
more2life’s Flexi Payment Term Lifetime Mortgage was instrumental in helping Pam and Mike Hughes manage their financial situation as they approached retirement.
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A guide to lifetime mortgage interest rates
Future interest rates can be difficult to predict, as they’re impacted by a wide range of factors. Read our guide to learn about what impacts lifetime mortgage rates.
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The proposal
Not finding the truth straight away with a client can make things awkward...
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A guide to telephone based advice
This guide is designed to outline how to approach telephone based advice, from understanding the unique compliance requirements, to tech support and potential client trepidation.
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