PCG 19: Annuity

The NSR is a first meeting summary and actions report. So it can be an onboarding meeting with contract sign up + fee agreement, risk tolerance questionnaire or a follow up to an introductory meeting on a new area such IHT for an existing client.

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GENERAL CONTENT

V927 JR

Date: March 2018

Length:  29 mins

Annuities simulated assessment number three with Jonty Rider

V877 Sim NG

Date: Jan 2018

Length: 41 mins

Annuities simulated assessment number three with Nicola Glass

V867 Sim CMc

Date: Dec 2017

Length: 24 mins

Annuities simulated assessment number three with Catriona McCarron

V866 Sim NG

Date: Dec 2017

Length: 53 mins

Annuities simulated assessment number two with Nicola Glass

V1756 Running WOM annuity quotes 

How to run WOM annuity quotes online with Kariemah Bolton

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