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Protection: Ensuring good customer outcomes: pre-application checklist

Investment news for Financial Advisers and Paraplanners

7 Oct 2019

Protection: Ensuring good customer outcomes: pre-application checklist

Speaking to an underwriter to get an indicative decision ahead of a protection application means both you and your client are fully informed, ensuring a better experience. Our new checklist helps you gather the basic information you’ll need.

DOWNLOAD THE CHECKLIST

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