Just retirement - it's crucial to really know your client
Wed, 25/01/2012
It can be easy to assume that a client won’t qualify for an enhanced annuity, especially if you are reviewing a client remotely, by phone or correspondence. But appearances can be misleading – especially if clients are not used to volunteering all of their medical and lifestyle conditions.
You may well check: Do they smoke? Do they take any prescription medication? Have they ever been hospitalised?
CFPCM, CERTIFIED FINANCIAL PLANNERCM and CFP logo are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. Institute of Financial Planning is the marks licensing authority for the CFP marks in the United Kingdom, through agreement with FPSB.