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CMFASPrepStudyingRES5
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Financial advisory
RES5Financial Advisory Services✓When matching a travel policy to a client, which combination of factors should the adviser weigh?
The practical takeaway is to match the policy to the trip and traveller: destination and healthcare costs, trip length and activities, frequency of travel, pre-existing conditions to declare, and the value of prepaid non-refundable arrangements at risk.
Advising on premium alone rather than the full profile of the trip and traveller.
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