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Stonebridge adopts CIExpert

Robyn Hall

August 18, 2014

Depending on what the appointed representative firm opts for, network members will be able to select CIExpert’s limited life panel or its whole of market offering.

Stonebridge advisers also have full support from the CIExpert’s compliance team to make use of its critical illness comparison research tools.

Richard Adams, managing director of Stonebridge Group, said: “The complexity involved in comparing critical illness plans has always created challenges in selling protection and we believe CIExpert’s statistics-based approach is an excellent service that removes the laborious elements for advisers.

“The service improves the quality of advice provided, efficiency for the adviser and automatically creates reports to support the compliance process.

“This is also an income-generating opportunity for our advisers that will significantly improve their research, enabling them to provide their clients with an informed choice.”

Alan Lakey, director of CIExpert, added: “Stonebridge has demonstrated it is a business that can make decisions quickly to improve the services available to its members and we applaud that.

“We are delighted that Stonebridge has chosen to partner with CIExpert and believe we can really assist them in improving the quality and efficiency of advice that will directly drive increased protection sales into their business.”


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