Advisers can introduce clients to concept of risk and show them how exposed they could be
The new ‘What are the Chances' tool, launched this week and developed alongside Legal & General, allows users to input their gender, age, smoking status, retirement age aspirations and their attitude to risk into the tool. It then calculates what the chances are of someone needing to spend a month off work, suffering a serious illness or dying prior to retirement age The application has been designed specifically for Quilter advisers to help aid meaningful conversations about protection with clients and introduce the concept of managing their risk. Quilter Financial Planning, proposit...
To continue reading this article...
Join COVER for free
- Unlimited access to real-time news, key trend analysis and industry insights.
- Stay on top of the latest developments around health and wellbeing, diversity and inclusion and the cost of living crisis.
- Receive breaking news stories straight to your inbox in the daily newsletter.
- Members only access to monthly programme 'The COVER Review'
- Be the first to hear about our CPD accredited events and awards programmes.