BecciJ
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- BecciJ
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Comments
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Hi @BeckyJ from another BecciJ! Just spelt a little different
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We have used LV in the past but were not aware that they had stopped providing them. Met Life and Scottish Widows will do TVASs as well. Just need to make sure you are happy with their assumptions and check through the data when the report comes thr…
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Anyone staying at The Deddington for the Powwow on here?
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We have 7 advisers (plus one mortgage adviser) and a team of 5 paraplanners (2 part time). We each generally have 1 or 2 advisers each to look after but also have our specialisms so some of us would deal with the more complex investment cases regard…
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Great. Pleased you have a solution.
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Lutine are a good bet as per Ralfos' comment. They have their own underwriters and generally you should be able to get through to an underwriter to discuss the case. Would the chamber pay for individual relevant life on each members? Might be more c…
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This might be too late...just having a chance to look through the discussions on here but we have a list of 'Specialist underwriters' to approach with certain conditions. The following are listed for cancer: Breast Cancer (Contained) …
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Projections drive me mad in general with differing growth rates for differing funds - especially those with multiple funds or lifestyled funds all projected at different rates within the same policy, and unrealistic growth rates for with profits fun…
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Zoe said: Hi, I'm Zoe and I work for a small firm in South West Wales. I'm relatively new to Paraplanning, I started here as an Administration Assistant about 4 years ago after graduating university and Paraplanning has become an increasing par…
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Hello! I am Becci and an in house paraplanner in a team of 5 looking after 6 advisers. I have done this job for 11 years now, having also previously been a paraplanner for another company for 18months as well. I delve into most areas of financial p…