life policy
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Free InquirySally was taking a walk with her friend Jane who was a Financial…
Sally was taking a walk with her friend Jane who was a Financial Advisor.
They were both thinking of their long term future when Sally asked about an Insurance policy for one of her sons James who had just turned eighteen. Jane knew that Sally was a very wealthy person who could afford to spend higher amounts on life insurance with smaller amount of excess cover. Jane could receive a higher Commission by offering a more expensive option. As they walked ahead, Jane further explained that if Sally confirmed the Insurance policy today Jamie could benefit for the rest of his life
1. Is Jane acting in the best interests of Sally?
2. Is there a cooling off period that needs to be considered?
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