The Exeter’s Post

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Did you know that according to the latest viewpoint from the Association of Mortgage Intermediaries, less than one in two advisers regularly go back to existing clients to review their protection? Our tool is designed to help advisers revisit protection conversations with their clients by providing pre-written paragraphs for different client circumstances. Why not take a look? https://lnkd.in/esPBmEWz

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Matt Usher

Business Change Manager at Aviva

2w

Really hope this changes over time, especially with the strides insurers are making to provide relevant, timely, information to advisers to shape the conversation.

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