VitalityLife has launched two tools to help advisers do business with their clients - an income protection 'Reality Checker' and a Trust Hub.
The insurer's Reality Checker helps advisers to highlight the need for income protection. It produces a Lifestyle Protection Report following questions about income, savings and outgoings. The report shows how long the person's savings would last if they had to stop working, along with their own personalised income protection gap, as well as supporting statistics around the likelihood of being off work for a period of time. VitalityLife's Trust Hub meanwhile is integrated with the insurer's Adviser Hub dashboard so advisers can complete the trust process when it suits them, with the f...
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