THE 360 NEWSLETTER
What to Do if Your Client Is Declined, Rated or Postponed for Insurance (PPI)
Industry news April 13, 2023Want assistance setting underwriting expectations or responding to underwriting decisions? Read this article to learn more about what you can do in these situations – because your client has options
Also in this issue
- FHSA – Updated Client Article
- Investia Advisor Workgroups – Selected Candidates
- Investia Conferences in 2023 – Mark Your Calendars Now
- New Administrative Staff Workgroups
- Client Banking Information – Important Considerations
- Client Fee Dashboard
- Live Training Webinar on Objective Suitability – FAQ
- New Client Article
- Geolocation and Segmentation Tools
- System Maintenance – Univeris and Advisor Centre Downtime
- Invalid or Missing Client Email Addresses – Representative Notification
- Risk Rating Changes – Desjardins Investments
- Invitation to a Live Training Webinar – nesto
- The Chronicles of our Cyber-Experts
- iA Clarington Video with Donny Moss
- Monthly Market Snapshot – April 2023