Financial journey…
One of the most effective things that we do when we first meet with a client is to take them through a quick financial journey – This journey is designed to highlight what would happen, financially, i ...
What happens when you submit a proposal for life insurance?
I was recently asked by a client whether a particular level of underwriting was absolutely necessary, so I thought it would be a good idea to re-visit this topic. What happens once you fill in a propo ...