Mortgage Livestream 2020 December 14 – Trusts and Life Assurance 101

Paul spends 15 minutes giving you a 101 on the topic of trusts and life assurance. So many mortgage advisers are thinking about protecting their clients now and many feel their understanding of trusts is quite limited from the CeMAP alone, so Paul takes you through what you need to do. Remember our Winter Cohort #2 starts on 11th January which will get you through the CeMAP exams plus teach you how to do the job, and with so many advisers now taking up self-employment positions, many find themselves on their own without decent coaching or mentoring.

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