Partners Life launch Evince 2.0
Partners Life has launched Evince 2.0, an updated version of its client information gathering tool. Version 2.0 has a range of enhancements and new features based on adviser feedback and client testing.
Using a questionnaire, Evince builds a profile of the client and their current financial situation. It uses scenario-based analysis to take the client through situations such as a if a partner were to die and the impact on their financial situation. It then generates a range of insurance cover options.
Advisers wanting a demonstration of Evince 2.0 should contact their Partners Life Adviser Distribution Manager.
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