Risk Insurance
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Services of other enterprises
Description
Making considered and appropriate risk decisions for clients is fundamental to any financial planning practice. Our XPLAN Risk Researcher solution assists in all aspects of this process.
Risk Researcher is a web-based, fully interactive risk insurance quotation system that contains all the tools necessary to determine client risk needs, and assess, model and recommend risk solutions. Advisers can maintain preferred and approved product lists (APLs) at a Life Company or product level, and can create APLs at a group or user level.
Automated research updates from data providers ensures your data is always current.
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Risk Insurance
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