This video from TAL client Scottie, reinforces the importance of the advice process & how it’s crucial to review my client’s needs. Advisers can assist their clients even when they lose belief in what has been recommended to them.
Family budget pressures prompted Scottie to seriously question the value/need for his cover- sound familiar? By providing an alternate structure that would ease his financial concerns and ensure he was comfortable in retaining his cover… as you’ll see, it was a life changing negotiation.
Scottie’s story reinforces the value of strategic financial advice by way of support, influence, and expertise. I wanted to share this with you.
To make sure you have the best financial advice please contact Brad Lonergan on 0423 621 120 or via email: brad@bmkfs.com.au
Be Prepared
