Skip to content
← Have an idea? Share it!

Settings and activity

1 result found

  1. Add Future Budget Planner to Outgoings Section of the Fact-find

    2 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    2 comments  ·  General  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Bipanjit Bal commented  · 

    The reason for this is to establish their cost so Advisers can build in Mortgage Protection and GI to present same time as the Mortgage Options which should tie in with their new total budget.
    This way all is taken care of before the mortgage offer and the Mortgage Protection/Gi is included upfront fully packaged.

    An error occurred while saving the comment
    Bipanjit Bal commented  · 

    The reason for this is to establish their cost so Advisers can build in Mortgage Protection and GI to present same time as the Mortgage Options which should tie in with their new total budget.
    This way all is taken care of before the mortgage offer and the Mortgage Protection/Gi is included upfront fully packaged.

    Bipanjit Bal supported this idea  ·