What we do

Our employee benefits leads can be accessed through an online and referral platform. To become a lead, you need to complete a form requesting information of which we will use to match you to the most suitable Financial Advisor. The information required is:


 

 Your rating categories

 The amount of life cover you wish to get

 Your highest level of education

 Your location

 Your annual Household income

 Employees and employer data



 

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