Partners Life has released its latest education module for financial advisers who want to know more about policy ownership and the intricacies of enduring powers of attorney.
In the module, Dave Lewis, the firm’s Senior Manager Adviser Quality, outlines the importance of ensuring your client’s policy ownership structure is correct, and discusses the advantages and disadvantages of different policy ownership options, covering personal and business insurance.
Partners Life says completion of the module is optional, but is seen as an opportunity to demonstrate your commitment to ongoing training and development, in line with compliance requirements.
This is the second module released by the firm, the first covered disclosure regulations. Advisers wanting to complete the modules should log in to their their Partners Life portal.