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Which of these commercial structures must you have in place in order to deliver LFP?
Where must the de-risking gap be?
Why is it important to have the de-risking gap?
We explain to the client that our job currently is to take them through the Life Coaching & Financial Planning – how do we explain the final part – the Financial Advice?
What are the advantages of giving the client the option of taking the plan elsewhere once it’s produced?