May 19, 2020
One of the four Insurance Companies that we work with has introduced a temporary money back guarantee feature on its Care Fees Annuity product. They will return 100% of the plan purchase price (less any income already paid out to the Care Provider) if death occurs within 12 months of the policy start date and the cause of death is related to COVID-19.
Achieving the Later Life Adviser Accreditation (LLAA) and becoming a member of the Society of Later Life Advisers (SOLLA) is an endorsement of our skills and experience of working with, and understanding the needs of, older people, their families and carers. It is widely recognised as the Gold Standard in later life financial advice.
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