Risk Roadshow | The simple lump sum alternative and approach

VIRTUAL RISK ROADSHOW

Aimed to simplify the lump sum assessment irrespective of the size and reason, this session will highlight the potential disconnect in our market between how underwriters assess and determine lump sum verse how the adviser approaches client scenarios. Whilst the calculator is based on foundational underwriting methodologies, it is also designed to complement principles and methodologies we see every day in advisers SOAs and recommendations.

Presenter: Daniel Devine, Principal Underwriter - TAL