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This webinar was held by our own more2life Marketing Director Stuart Wilson, and guest speakers Lucy Batten and Tim Farmer. This webinar focuses on the more2life research, in which we asked equity release advisers their thoughts on spotting vulnerable clients.
Tim is an award winning author and expert witness specialising in the assessment of mental capacity. Lucy is the Technical Solicitor at Equilaw, who will be discussing client capacity and vulnerability, lender requirements for Power Of Attorney’s, and recommended investigations for capacity/duress concerns.
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Case Study: Pam and Mike Hughes - Navigating Retirement with Flexi Payment Term Lifetime Mortgage
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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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