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Other articles
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Keeping clients informed in a socially distant world
What should you be communicating to your clients, prospects and colleagues at this time, and what are the best ways to get your message out?
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Common conditions eligible for an enhanced plan
Eight common conditions which could mean your client is eligible for an enhanced plan
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Clutter helpsheet
As severe clutter climbed the list of the most common reasons for declined cases at more2life, from 6th to 3rd between 2019 and 2020, we take a look at why severe clutter is an issue for underwriting lifetime mortgages.
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The park
When we make assumptions about clients, we can find ourselves in awkward situations...
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