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Protection
27
Assurant helps unemployed
Assurant Intermediary has Intermediary, commented: Paterson added: "Brokers support. Some of the benefits of
announced that it is adding a free "Although MPPI brings financial should look at the whole package the service include:
advice service to its MPPI policy peace of mind when a person is when advising clients on MPPI •circle6A comprehensive back to work
to help people that are made made redundant, it’s still impor- products - price is important, but guide
redundant get back on the career tant to get back to work as quick- so too are the other benefits." •circle6A personal employment advis-
ladder as quickly as possible. ly as possible; being redundant is JobCare operates an independ-
The service will be provided by emotionally distressing and puts a ent and confidential telephone
circle6
er
Access to national job vacancy
JobCare, a company that spe- great strain on everyone in the and website-based employment
cialises in providing personal family. JobCare are experts in this advice service designed to help
circle6
databases
Information about alternative
advice and guidance on a range of field and have a great track customers find a new job or plan
employment options including
employment issues. record: people get back to work a change of career. It has success-
self-employment, franchising,
Kevin Paterson, sales and mar- up to 30 per cent quicker than fully helped over 785,000 people
consultancy and part-time
keting director of Assurant those without any support." with career advice and job search
work.
AEGON online
L&G streamlines medical underwriting
tool for
Legal & General has improved its the process and make it easier for Applicants aged under 40 are
advisers
underwriting criteria for people people to take out cover. even better off - a GP report is not
taking out life insurance and criti- Therefore, for people under 50, automatically requested unless the
AEGON has launched a free,
cal illness cover. GP reports are no longer the first sum assured for life insurance is
whole of market investment and
The aim was to make it easier piece of medical evidence that we over £1 million. Similarly, for criti-
retirement planning solution to
and quicker to get ‘on risk’. Fewer will look for, instead focussing on cal illness GP reports are not rou-
assist financial advisers in the
applications will now require GP nurse screening examinations, tinely required for this age group
time-consuming and often
reports, reflecting the time delays which take up less time. There are unless the sum assured is over
complex process of creating
that this can introduce to the sums assured where we will not £600,000.
professional financial plans for
application process. require any medical evidence at Legal & General has particularly
their clients.
Russ Whitworth, underwriting all, although this limit varies with targeted high net worth applica-
Based on Distribution
and claims director for protection age. tions for improvement, with the
Technology's Dynamic Planner
said: “We’re always looking to "Less time spent in underwrit- removal of resting ECGs (electro-
tool, advisers can not only assess a
update and improve our under- ing means that advisers have more cardiograms) for high sums
client's attitude to risk and quickly writing philosophy and we felt control and people can start their assured. This reflects a greater
build a portfolio of investments, that there was scope to speed up policies quicker." focus on large case business.
but also capture all current client
holdings, perform comprehensive
cashflow forecasting and lifetime
goal planning. The new planning
CITRI and Paymentshield agree
tool can also assist in pension
consolidation, modelling transfer
values and income streams from a
distribution deal
client's existing arrangements.
Gordon Greig, head of
CITRI is the latest mortgage adviso- CITRI has some 250 mortgage alone,” said Halley. “We are com-
individual marketing at AEGON
ry business to sign a single tie advisers and operates a single brand mitted to supporting the intermedi-
UK said: "It has never been so
agreement with Paymentshield. Ian strategy. The business is led by CEO ary market and are always looking
critical for financial advisers to
Halley, key accounts director at Keith Atkinson and has been built for opportunities to create business
demonstrate the steps they have
Paymentshield, negotiated the with technology and the customer partnerships with operations that
taken to reach a product or fund
strategic distribution deal that will at the heart of the proposition. have result and customer driven
recommendation. Using our
run until at least July 2013. “We believe that CITRI will business models.”
Investment and Retirement
It sees CITRI agree to sell only emerge as a leading player in the Keith Atkinson, CEO of CITRI,
Planner this can be achieved
Paymentshield Buildings & mortgage, GI and life assurance said: “CITRI is committed to pro-
quickly and consistently and at the
Contents, MPPI and Landlord advice based world,” Halley said. viding our mortgage professionals
same time, potentially add
Buildings & Contents policies. The new arrangement provides with best of breed products across
substantial value to an adviser's
Non-standard B&C risk products Paymentshield with direct access to all disciplines. We believe our busi-
relationship with their client."
will be supported through sister all CITRI’s advisers, including those ness model is ideally suited to meet
Financial advisers are invited to
firm Towergate Home & Protect who have not previously sold not only the needs of our cus-
visit the AEGON extranet at
and any Commercial Insurance General Insurance or dealt with tomers, but also our intermediaries
www.aegonse.co.uk/irp to try out opportunities will be referred Paymentshield. and we are looking forward to driv-
the investment and retirement directly to Towergate Risk “This is the sixth new major dis- ing our business forward in part-
planning tool. Solutions. tribution partnership this year nership with Paymentshield.”
www.mortgageintroducer.com September 2009 Mortgage Introducer
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