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Insurance Must Be Sold, Not Bought…Right?

Tony VidlerBy Tony Vidler, Former Chairperson of IFA, New Zealand

A well established belief in financial services is that life insurance must be sold as consumers will not seek it out and buy the product themselves. It has become an accepted truth that advisers globally repeat to each other every time a new report on underinsurance, or inadequate financial literacy is released.

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The Matchmaker: Finding Suitability through KYC & KYP

Cora Pettipas, CFPBy Cora Pettipas, CFP, Canada

A client meeting is like a traditional dance, there are mechanical steps you have to memorize and practice to the point where you can make it look graceful and easy. Within this dance, an Advisor plays matchmaker, paring clients and the best possible investment solutions to meet the client’s investment goals.

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Why CFP Professionals Are Better

Taylor Liao, CFPBy Taylor Liao, CFP, Chinese Taipei

In today’s financial industry, there are many salespeople who sell investment products unfairly to consumers. They use persuasion and manipulate the information to make their products seem favorable. Let’s use a foreign currency insurance product as an example:

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