Alan Lakey
Adviser / Broking
Are you afraid that when the RDR arrives the public will perceive advisers as charging fees for all products and so not consider coming to you for protection advice?
11 January 2011
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5 min read
Underwriting
I sold my client a family income benefit (FIB) plan which has subsequently been claimed on. However, I was surprised to discover that the provider convinced my client to take the benefit as a lump sum instead. Should the adviser be informed about this...
01 November 2010
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4 min read
uncategorised
Choosing a policy for a client can be tricky. Alan Lakey talks over his solution with Paul Robertson
07 July 2010
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7 min read
Critical Illness
Total and permanent disability (TPD) could soon be re-named irreversible life-changing disability if proposals from the Association of British Insurers are accepted.
31 May 2010
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2 min read
Critical Illness
The Association of British Insurers (ABI) believes a clear consensus has emerged surrounding its proposals to reclassify the Total and Permanent Disability (TPD) definitions.
03 December 2009
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Underwriting
An influential protection IFA has said he is willing to take a less commission by using only those insurers offering ‘Big T' tele-underwriting.
01 August 2009
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