“It’s very important to ask medical questions when you’re doing your fact find with your clients because it can offer the clients a much higher LTV”. Watch more2life’s Strategic Account Director, Mike Millar, discuss the importance of asking 13 health and lifestyle questions to ensure a better customer outcome for your clients. Download questionnaire: https://okt.to/HTG3km Use our free Enhanced LTV calculator: https://okt.to/8JdqgG Learn more about Tailored Enhanced: https://okt.to/R5W49O Create a KFI: https://okt.to/gEjxvW
Brilliant Mike Millar
Supporting my team to generate new business growth in Equity Release
4moCouldn’t agree more. Some great customer outcomes have been seen the last few weeks.