Wealth Management Broker
During a succession, there's a risk that the heirs will directly activate the insurance policies, and the remainder of the situation will go through the notary without you being informed.
With "Kayz Business", you can become a recipient of some of the information or be notified of its disclosure, thus allowing you to make contact with the heirs.
Offering "Kayz" is also a good opportunity to propose a periodic, personal and/or professional review to your clients or prospects.
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