Craigdallie introduces PMI handbook

clock • 1 min read

PMI publishers Craigdallie have published a PMI Handbook for advisers.

The PMI Handbook, designed specifically for IFA's involved in the PMI sector, is a reference source providing cover details on Individual and Group policies from 30 insurers on a like-for-like basis.

Each entry is colourcoded and contains cover comparisons, commission guides, contact details and special points to note on each contract. A glossary of the main medical terms is included as well as a contact list of International PMI providers.


All entries are fully approved by the PMI providers concerned.

"There are hundreds of different PMI plans available in the market and it can be difficult for IFA's to keep ahead of the game," said Andrew Green, compiler of the book.

"This year has seen the continuing growth in new products and IFA's certainly have their work cut out when familiarising themselves with many options available. The book aims to make their life a lot easier. It can also be useful as a compliance tool to help IFA's demonstrate they have met TCF requirements."

 

 

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