Mental and physical incapacity can affect people's lives at any age, writes Libby Holding, so planning ahead is essential to minimise the impact for your clients and their loved ones - as well as for your business
Many people associate mental incapacity with old age and degenerative illnesses, such as Alzheimer's or other forms of dementia. Incapacity can however affect people of all ages for many reasons, including...
And then prepare yourself
Aims to double client base
Work with wealth management team
Reduces chances of rate hike
'Following the letter, but not the spirit, of the rules'