Our Financial Broking Consulting Services include understanding the needs of the organisation and purpose of the product.

 

The following items are evaluated as part of the process:

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• TCF – client needs analysis and fair pricing determination

• Costing and profitability of insurers and reinsurers

• Accounting treatment

• Tax treatment

• Policy wording

• Reinsurance requirements assessment and discussions with relevant reinsurers to ensure the product is correctly included in the treaty.