Just Retirement ran a highly popular Webinar for Adviser Home on full underwriting and the difference expert tele- underwriting ( from Morgan Ash ) can make to your client’s retirement incomes. If you were not able to make the Webinar worry not, you can catch up here with this video.
Research findings
Just Retirement looked at the use of specialist telephone medical assessment service and asked some questions of those advisers who took part in the webinar. A large majority were unaware of the service, and a large majority were very positive about it.
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Have you ever used an external medical assessment service for annuities?* |
||
|
Didn’t know it existed |
239 |
76% |
|
Have considered it and ruled it out |
37 |
12% |
|
Yes |
38 |
12% |
|
Total |
314 |
100% |
* Poll results from Just Retirement Limited webinars hosted on 8August and 7 November 2013 (292 and 22 responses respectively, total responses 314).
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Having heard from Morgan Ash, how useful do you think their service would be to you?** |
||
|
Limited benefit |
59 |
17% |
|
No benefit |
4 |
1% |
|
Significant benefit |
95 |
27% |
|
Something to look at trying in the near future |
190 |
55% |
|
Total |
348 |
100% |
** Poll results from Just Retirement Limited webinars hosted on 8August and 7 November 2013 (326 and 22 responses respectively, total responses 348).
We draw all this to your attention because we believe there are important benefits to both you and your clients with a full underwriting process, and we know that using medically qualified staff to carry out tele- medical assessments can help your clients get the best result for their retirement income.
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