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The Right Mortgage Launches Shortfall Needs Analysis Calculator to Support Protection Conversations
Summary by Mortgage Solutions
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7 Articles
The Right Mortgage launches calculator to help advisers spot client protection shortfalls
The Right Mortgage & Protection Network (TRM) has rolled out a shortfall needs analysis calculator to help adviser firms with protection advice. The tool is aimed at making it easier for advisers to talk through committed and discretionary spending with clients. The calculator is set up to show advisers any financial shortfall a client might face if their income drops, and what that could mean for their long-term plans. Additionally, it’s desi…
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