Image:
“Making an outright gift offers a way of helping clients help their children while they are still alive" - Time Investments' Rebecca Ward
So-called "death anxiety" can have a significant impact on financial planning, with fear of the inevitable preventing clients from preparing fully for the future, Rebecca Ward told delegates at the 2019 SIFA conference.
The Time Investments business development manager said clients tended to be afraid of death and this fear can prevent them from doing the planning necessary to protect their dependents. 'Don't w...
To continue reading this article...
Join Professional Adviser
- Unlimited access to real-time news, industry insights and market intelligence.
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters.
- Make smart business decisions with the latest developments in regulation, investing retirement and protection.
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes.
