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The details we notice first can sometimes lead us down the wrong path.
This short video from the award-winning #BigPicture campaign shows how making assumptions can make us think about a situation. Asking your clients the right questions can avoid an awkward situation down the track.
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This short video from the award-winning #BigPicture campaign shows how making assumptions can make us think about a situation. Asking your clients the right questions can avoid an awkward situation down the track.
Other articles
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How a Flexi lifetime mortgage could have helped Jon & Sarah pay off mounting debt
Unlike most products in the market, Flexi Choice allows borrowers to move up or down the LTV curve, adjusting with their needs. Read how it could have helped Jon & Sarah pay off their mounting debt.
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Time is now for advisers to embrace later life lending
Dave Harris, more2life CEO, explains why it's imperative mainstream mortgage advisers begin to embrace innovative later life lending products to meet client needs, fulfil regulatory expectations, and improve earnings, as demand for flexible equity solutions grows.
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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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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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