The challenges of writing high net worth life insurance’ in COVER Magazine by Ken Maxwell
Our Director, Ken Maxwell, recently spoke with COVER Magazine about the challenges of writing high net worth life insurance. COVER is the leading industry publication for life protection and health insurance, providing expert news, opinions, and analysis. Ken offered a real-life example of one of our clients who was seeking more than £20 million in cover and the obstacles they faced in doing so. He also explored how the traditional process often doesn’t work for HNW clients and outlined a more personal and efficient approach to HNW life insurance. Read the article here https://www.covermagazine.co.uk/news/4048858/challenges-writing-net-worth-life-insurance
Other Insights
‘How protection can help advisers support clients in funding or mitigating inheritance tax liabilities’ published in IFA magazine
In a recent article for IFA magazine, Holly Hill, Associate Director at John Lamb Hill Oldridge, examines the role of protection planning in supporting clients with inheritance tax liabilities. For high-net-worth and ultra-high-net-worth clients, protection [...]
Holly Hill’s insights on protection planning and financial resilience quoted in IFA magazine
We are pleased to share that Holly Hill, Associate Director at John Lamb Hill Oldridge, has been quoted in a recent IFA Magazine article: “In Focus: how can protection planning strengthen financial resilience? Expert perspectives.” [...]
Podcast: Paula Steele joins Merryn Talks Money LIVE at Bloomberg HQ to discuss “What’s eating away at inheritance money?”
The latest episode of Merryn Talks Money, featuring Paula Steele, Director at John Lamb Hill Oldridge, is now live. The discussion covers passing on inheritance to beneficiaries as well as other pertinent personal finance topics [...]