How to talk to clients about death

People are reluctant to talk about how serious illness or a death in the family could affect their finances. Advisers can play a role in changing this mindset.

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Clients are reluctant to talk about how serious illness or a death in the family could affect their finances. Advisers can play a role in changing this mindset. Louise Colley, head of protection sales and marketing at Aviva, explains how…

The beginning of the new year is a great time to renew contact with clients and remind them of the products and services suitable for their situations. With this in mind, we recently asked consumers what they believe are the most important financial steps they could make in 2012. The standout areas people said were: to cut back on spending as much as possible, to pay off their debts, and to review all their finances to ensure they are getting the best deals possible. More people are preparing to plan for their holiday and check their energy supplier is offering competitive prices than...

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