27th June 2008
AEGON Scottish Equitable News
Morningstar Instant X-Ray toolWe’ve teamed up with Morningstar to provide you with free access to a newly updated version of their on-line tools via our website. In addition to the pre-sale research and selection tool, you can now perform a post-sale analysis of your client’s portfolios using the Instant X-Ray tool by clicking here.
"Is your clients’ money working hard enough?
In our latest video to support the launch of our new Simply investments material, Elaine Gallaher Investment Sales Manager, asks exactly that.
Elaine looks at the effect of inflation on your clients’ savings and how the ‘rule of 72’ can help demonstrate this.
Visit our website to watch the video and see how our Simply investments pack can help address your clients investment concerns. You can also order your own copy of the pack.
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