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Reissue Investment (30 Day cool off period Max 140 days between first…

- - - - :red_flag: 1st Debit order FAIL
        
        Letter (per benefit) to customer
        
        Segment clients:
        Call vs. No call
        
        :red_flag: 2nd Debit order FAIL
        
        :no_entry: 3rd Debit Order FAIL
        
        CANCEL policy
        Paid up letter.
        Hold money until client turns 55
        
        Letter (per benefit) to customer
        
        Segment clients:
        Call vs. No call
      - Premiums paid successfully
        
        .
        
        Premium Collection
        
        Adviser Change
        
        Agency can re-intermediate
        
        Segment clients on policy value: Call vs. No call
        
        Choose no adviser: direct client
        
        Go into orphan pool
        
        Annual Service Review
        
        Triggered by intermediary
        
        Triggered by OM
        
        Survey after review: Intermediary questions and NPS
        
        Annual Performance Review
        
        Statements
        
        Qualifying Rewards Statements
        
        Manage Portfolio
        
        Branch
        
        Adviser
        
        Call
        
        Premium Increase
        
        Premium Collection
        
        Section 14
        Move to other retirement fund
        Notify Adviser
        
        Retention Call
        
        1 more item...
        
        Disinvestment
        Death
        
        Partial Disinvestment
        
        Reduce Premium
        Likely to be advised
        
        Paid Up
        After hold until age 55
        
        Cession
        
        Stop Paying Premiums
        
        Notify Adviser
        
        Grow Policy
        
        Withdraw
        
        Pay Penalty
        
        1 more item...
        
        ----->
        
        :red_flag: Need to elaborate on this maturity journey
        
        1 more item...
        
        Education
        
        Media Pack
        
        Rewards
        
        Campaigns