Productivity Tip

We are constantly stunned to witness the lack of financial data brokers collect and store on their clients. I'm not sure how you can justify a particular level of cover if you don't hold the assets and liabilities for the client, particularly in this age of compliance. We have made numerous income protection and other sales over the years, simply because we have these vital pieces of information in front of us when speaking with a client. For those of you keen to store and view some financial data, please read on...