Spaniel_Sandal

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We're having a look too! Thanks guys.

in FEI Analytics versus Fintegrate Comment by Spaniel_Sandal February 4
Hi Peter, welcome! Thanks for the questions and looking into the amazing career that is Paraplanning. I think MI and data analysis is a big part of paraplanning, but just in relation to clients, financial institutions and tax rules, so I think yo…

in Looking at a career change - have some questions Comment by Spaniel_Sandal January 30
It may be useful to have a look at a claim form (Aviva attached). In section F it asks you to detail other insurances and the name of personal dealing with the claim. I assume they then communicate directly and arrange the split, but it may be wo…

in Income Protection and being over insured? Comment by Spaniel_Sandal January 27