Critical illness: On-going service proves 'life changing' for one client

Every year we (at Future Proof) contact all of our clients as part of our on-going service. The purpose of our call (and the letter they subsequently receive) is to remind them what they are actually covered for and to check that the cover still meets their needs and circumstances. We also encourage our clients to complete the trust form, if it hasn't been returned to us at the time of our call. After arranging a policy, most of us soon forget what we are actually covered for (and for how long) and tend to focus on the monthly premium.   At the end of July, we called Jon Pearc...