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  1. Protection reports

    7 votes

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    under review  ·  0 comments  ·  Protection  ·  Admin →
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    Colin Weston supported this idea  · 

  2. Protection policy reminder

    5 votes

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    0 comments  ·  Protection  ·  Admin →
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  3. Medical Questionaire

    7 votes

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    under review  ·  3 comments  ·  Protection  ·  Admin →
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    Colin Weston commented  · 

    Important . See so many wasted applications ( put in and see if it sticks) rather than take all circumstances etc and medical/ lifestyle/ occupation duties etc up front research best provider or providers first. Doing all up front saves everyone (Advisor, Admin, clients, providers, compliance) time. It is better for all concerned. I hate to see how many application's are rekeyed or NPW gone with another solution different provider or providers.

    Colin Weston supported this idea  ·