Asteron Life launched “Lifesnap” a questionnaire designed to help a client think about their financial risk protection priorities before meeting an adviser. It is a really interesting idea reflecting the discovery that online search often precedes offline purchase. Link here.
This is an initiative aimed at clients in support of advisers, as they say on the site:
You are unique. That’s why off-the-shelf insurance might not fit you.
Talking to an adviser will help you focus on what’s important to you, and it’s even more effective with a little preparation. LifeSnap can help you with that.