Insurance

Asked by Anonymous

Updated on 18 Apr 2019

To all my fellow advisers here, do you guys make it a point to inform your clients about the free look period whenever a review/policy signing is being done?

Quite astonished by the prospects and clients I’ve met for reviews and most of them told me that they have not heard about this feature despite owning a couple of policies already.

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Absolutely! I mention it twice, once in the Product Summary, and the other time doing the KYC documents.

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As a regular person who is not a advisor, please do inform your clients about free look period. I think some bad advisors dont tell their clients so that once the client get persuaded, they will not cancel as they do not know about free look period.

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