8 easy points to show you what I do:

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Assess Client Needs: Conduct a comprehensive review/'fact find' of clients' business and family situations to identify specific insurance needs.

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Discuss Options: Use a consultative approach to explore tailored solutions that address clients' top concerns, from business continuity to family financial security. 

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Provide Expert Advice: Use my 17 years of experience to recommend the most suitable insurer for each client’s situation, ensuring transparency in all recommendations. 

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Co-ordinate with Other Professionals: Work with clients' accountants, solicitors and financial advisers to ensure recommendations are accurately recorded and aligned with other financial plans.

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Guide From Start to Finish: Assist clients through each step of the application process, from medical disclosures to financial documentation, to ensure accuracy and minimize delays.

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Finalize Cover: Help clients set up trusts or option agreements to ensure policies fulfill their intended purpose, whether minimising IHT liabilities or facilitating business ownership transitions.

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Offer Ongoing Support: Review clients' cover annually or biannually to ensure it aligns with any changes in their business or personal lives.