There are 1 item(s) tagged with the keyword "LPA".

Displaying: 1 - 1 of 1

1. Client education around LPAs is vital

Educating clients on LPAs – and showing them the risks of what could happen if their planning isn’t complete – is key. Regardless of current age and health, LPAs are vital planning tools for all clients to have in place well in advance of them ever being needed.

Tags: APS, LPA, Referrals

Displaying: 1 - 1 of 1

The latest from SimplyBiz

06 December 2019

Designating SM&CR roles

Read more >

05 December 2019

Finalists in the 2020 Professional Adviser Awards!

Read more >

03 December 2019

SimplyBiz Group training manager gets top marks in PFS Fellowship exam

Read more >

29 November 2019

Adviser Today

Get the latest news and views from our quarterly newsletter.

Read more >