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June 2015

Why so many NTUs after a counter offer? asks Peter Chadborn, Director and Adviser at Plan Money

by ProtectionReview 02/06/15

A question arose recently as part of a co-presentation I was delivering at The Health & Care Conference  and it related to the high number of applications not taken up when a counter-offer is made to a protection application. It is a question on which my views have been sought by various industry folk over the years, being a practitioner who deals with the application process from initial client engagement through to policy set up. The question takes various forms but basically boils down to ‘why do such a high proportion of counter-offer cases get NTU?’. To understand the possible…
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