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Underwrite at proposal time, or claim time?
by Tony Vidler. When does your client want to have the drama with their insurance company? At underwriting time, or at claim time? An confusing facet of the life & personal risk insurance...
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What your clients are REALLY worth to you
by Tony Vidler.How much do you really think a good customer is worth to you? Most financial advisers will easily (I hope!) work through the basic formula of the average fee/sale per customer multiplied...
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