For the first time in IFA Ian Cooper's career, he has completed a whole year without writing a single piece of business through a life company. Here, he explains why...
Cooper, principal at Cheshire House Financial Planning (an AR of Positive Solutions) and an IFA of 25 years, told IFAonline insurance companies' poor service had left him looking stupid in front of customers too many times. So what happened to make Cooper change the way he had been doing business for a quarter of a century? 1. Platforms "In a word, the change is platforms," Cooper said. Cooper's business is 90% investment based and it has been going mainly to Cofunds, with the rest to Fidelity FundsNetwork. "Beyond this, I have only written one piece of business direct with a...
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