We are delighted to inform you that John Begg, Senior ATEB Consultant, has achieved the industry’s Chartered Status awarded by the Chartered Insurance Institute (CII).
As you know, Chartered Status is an exclusive title that reinforces the highest standards of professional practice.
John has added enormous value to our business since his arrival a few years ago. He brings 30 years of industry knowledge and experience, a critical eye, excellent analytical and consultancy skills and not least a wicked sense of humour.
Template Enhancements: New ‘Business Protection’ Products
Doug McFarlane Suitability 2024, Capital Redemption Bond, content management, PI, protection, Suitability Review, Template Enhancement, Update
We have completed the latest upgrade to ATEB Suitability on 23 October 2024. This update comes at no additional cost and provides various template-related enhancements. Full details of the enhancements can be found below: Suitability Report Template: New ‘Executive Income Protection’ and ‘Business Loan Protection’ product types ‘Executive Income Protection’ and ‘Business Loan Protection’ […]