Join us for a CPD accredited technical presentation hosted by Customer Retention Manager, Ann-Marie Carolan and Distribution Capability Manager, John Giannikos as they provide cover and affordability tips for your next client conversation.

The need to retain a client’s existing level of life insurance cover will generally diminish as clients reduce debt and the family balance sheet is strengthened. Yet, simply applying a straight-line reduction to levels of cover can potentially leave the client unnecessarily exposed. In this technical strategy session, we consider how to strike a meaningful balance between appropriate levels of cover and customer affordability.

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