Client would like help getting life insurance, income protection or a critical illness policy

How to act upon the opportunity?

This could indicate that a client isn't sufficiently covered for one of the risks.

As the adviser, you can then consider whether it is appropriate to reach out to the client to discuss protection for risks they do not have cover for. Other questions in the review form can guide this.

Furthermore, if the client has indicated that they may want some guidance in more than one area of protection, you have even more reason to contact them. If you are unable to advise on the topic, you could refer your client to someone who can.

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