Wednesday, September 15, 2010
Making considered and appropriate risk decisions for clients is fundamental to any financial planning practice. Risk Researcher is a comprehensive research system that assists you in this process by providing quantitative analysis of personal risk insurance products.
- Access to products from major Life Assurance companies
- Profile weighting function to match product to client need
- Expired Product provides ability to assess client's portfolio against benchmark
- Report assist with compliance requirements
- Research Notes to better understand strengths and limitations
- Remove potential conflict of interest
- Free Training.
Get more information or request a demo