As practising Advisers, we have approached the design of CalQLife from the perspective of adviser to adviser.
Ensuring our clients’ lifestyles are protected has always been a fundamental part of our advice process and is something we are passionate about. Providing our clients with financial peace of mind has allowed them to confidently move forward with other areas of their financial plan.
CalQLife is an integral part of the process that we use with our clients. Taking our clients through this process has led to a constantly high volume of quality client referrals to discuss financial protection requirements and it can easily do the same for your business.