eValue helps advisers demonstrate impact of death to clients
- Wednesday, 26 June 2013
- Articles
eValue's Advisa Centa has launched a protection product to highlight the impact of sudden death.
Read more...
Real life case study: Jason Holmes of Lumen Financial Planning
- Wednesday, 27 February 2013
- Insight & Analysis
Jason Holmes CFPCM of Lumen Financial Planning faced a twin-pronged challenge after a business owner's death, how to negotiate with the owner's widow and the remaining directors in the firm.
Read more...