Old Mutual Wealth's (OMW) protection business has increased financial limits and produced a new shorter questionnaire to speed up its underwriting process for advisers.
As part of the update, OMW has improved clarity on what high net worth clients require for underwriting in order to help advisers better manage their clients' expectations ahead of an application. The...
Among other initiatives
Protection market overview
'Rely on plan B'
Like many others, Kerry Nelson has been making the argument that the industry needs to advise and instigate more protection for more than a decade. Here, she explains why more advisers should get involved in the protection game...
Are we rewarding the right things?
Target five colleges first
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Nearly two years after High Court appearance
Tried to work at Wesleyan