The key to product selection is having a good understanding of your client’s financial situation, including their assets and liabilities, as well as a thorough understanding of their family tree and relationships.

Fundamentally this starts with taking good client instructions and at The Business School Of Will Writing we can train you how to do this competently and with accuracy.

When you have the correct information, selecting the best product range for your clients becomes simple. Again, applying this to your client’s situation is something that we will train you in at The Business School Of Will Writing.