Need advice on WL

knightdreamer

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not high value lar, maybe more diversed that's y need more follow up? Not sure if he meets up with all his customers at the same intervals.

I have whole life, term, hospitalisation, ILP, independent funds, bonds and I also plan other finance related matters like housing & with him.

What your view of ILP??? Do you cancel it? Or keep it. Yup base on this you should be his big customer:)
 

Perisher

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not high value lar, maybe more diversed that's y need more follow up? Not sure if he meets up with all his customers at the same intervals.

I have whole life, term, hospitalisation, ILP, independent funds, bonds and I also plan other finance related matters like housing & with him.

Why ILP? :s11:
 
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