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MP discussion - Coggle Diagram
MP discussion
Mp, family protection pension investment saving, pensions
Your mortgage
Mortgage type
interest only
Term life insurance
Trackers
Mortgage life insurance/ Term Life
standard or varavilble rate
NBA when changing mortgae ater fixed rate is over
self build
remortgage
whats the exsting protection holding. ?
Business Replacement discussion/ prompt
level or decreasing?
Term
How many years is your mortgage?
prompts the term of the MP policy
repayments amount
suntracts from dispoable income
family protection
occupation
exclusion from bill cover
**
income too great for bill cover
Income potection
self employed
existing work benefits
DIS?
Employer IP
Marital status
number of dependances
gap: younger child more income protection requirements
life stage of the customer of customer
Quoteation tool?