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Case Study: Pam and Mike Hughes - Navigating Retirement with Flexi Payment Term Lifetime Mortgage
more2life’s Flexi Payment Term Lifetime Mortgage was instrumental in helping Pam and Mike Hughes manage their financial situation as they approached retirement.
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Spotting an equity release client
Understanding how versatile equity release can be and how it could help some of the clients you already have.
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The lift
Don't let yourself and your clients end up in a tricky situation...
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How Tailored Enhanced can deliver better customer outcomes
In a post-Consumer Duty world, asking the right questions has never been more crucial. That goes beyond straightforward appointments and sourcing sessions. To ensure you deliver the best customer outcome, your advice must be detailed and personalised.
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