"Tomb-stoning" Adviser Convicted
No Substitute for Customer Engagement

Rob Stock Contrasts Advice with Online

In this piece Rob Stock contrasts getting insurance with advice with purchasing it online and 'being your own adviser'. Link. It would be good to highlight the situations which would make it more likely that advice is the best solution, such as these examples: 

  • Self-employment
  • Having a family trust
  • Insuring income
  • Pre-existing health conditions resulting in a loading
  • Multiple families
  • Ensuring the payment goes to anyone other than your partner

 

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