Birth, death... but what about 'the middle'?

Adam Saville
clock • 5 min read

Cura's Kathryn Knowles investigates value-added services and why it is crucial for advisers to know their products

Recently a client said to me, "We think about the start of life, we think about the end, we forget about the middle". That has really stuck with me.  We all know that one day we are going to die; it sucks but it will happen. Many of us plan on specific life events that we assume we will go through like school, work, marriage, children, retirement. But there is a massive elephant in the room, that can go ignored. How do we achieve all these things?  The answer is by living, and having support structures and resources in place, so we achieve our goals. In a perfect world, we would compl...

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.

Join now

 

Already a Cover member?

Login

More on Adviser / Broking

Rosemount Financial Solutions adds new advisers

Rosemount Financial Solutions adds new advisers

2024 revenue up by 25%

Jaskeet Briah
clock 21 February 2025 • 1 min read
PDG announces 2025 sponsors

PDG announces 2025 sponsors

Reframe Cancer and Space on board

Cameron Roberts
clock 18 February 2025 • 1 min read
Advisers say documenting advice conversations takes "significant" time

Advisers say documenting advice conversations takes "significant" time

Findings from The Exeter

Jaskeet Briah
clock 14 February 2025 • 1 min read