22-07-2013, 02:02 PM
I have a friend that have 4 unit trust under a particular insurance advisor.
He was wondering if he doesn't buy new policies and trusts from this advisor but continues to maintain these 4 policies, does the advisor have recurring monetary incentive to continue to advise him?
He was wondering if he doesn't buy new policies and trusts from this advisor but continues to maintain these 4 policies, does the advisor have recurring monetary incentive to continue to advise him?
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