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New booked launched to help advisers connect with sandwich generation clients

Tuesday, September 30, 2014

Aviva is launching its third New Thinking business book on 6 October, which aims to help advisers connect with their “sandwich generation” clients.

These are clients aged between 45 and 60 years old who need to make decisions about their own situation and the financial futures of their parents and adult children.

The free CII-accredited book is designed to help advisers to inspire clients to reconsider financial plans and priorities; unlock clients’ underlying motivations a ...

Category: Health Insurance

4 million British people relying on inheritance for their financial futures

Tuesday, September 30, 2014

Four million UK adults are relying on inheritance for their financial future, research suggests.

The survey of 2,000 adults found that 6% feel they do not have to save for the future because they will eventually inherit property, money or other assets.
Nearly one in 10 (8%) said they would face financial difficulty if they did not inherit something from their parents.

A third (33%) expect that either they or their partner will inherit money or property of some value, w ...

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Category: Health Insurance

Critical illness plan upgraded by Beagle street

Wednesday, September 24, 2014

Aviva is launching its third New Thinking business book on 6 October, which aims to help advisers connect with their “sandwich generation” clients.

These are clients aged between 45 and 60 years old who need to make decisions about their own situation and the financial futures of their parents and adult children.

The free CII-accredited book is designed to help advisers to inspire clients to reconsider financial plans and priorities; unlock clients’ underlying motivations a ...

READ MORE
Category: Health Insurance

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