Advisers can source whole of market enhanced annuity quotes for clients with the development of The Annuity Health Form from Annuity Exchange. According to Stuart Bayliss, director of Annuity Exchange the new service allows the adviser to work more closely with clients to get detailed information about their health concerns. "When you have a meeting with the client you need to know their health details but it is often the case that the client won't have everything to hand and so the forms are often inaccurate and involves extra calls and meetings to get all the information," he says. "In...
To continue reading this article...
Join Professional Adviser for free
- 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