EPISODE · Aug 2, 2024 · 21 MIN
Advice Evolution with iExtend (Special Episode)
from Advice Evolution - Non Weekly Update · host David Harris
In this episode, David is joined by iExtend’s Head of Distribution Protip Dasgupta, and the Head of Alliances, Mark Stubbings who then announce that iExtend has finally been granted a license to offer financial services products and to provide general advice in Australia. iExtend also briefly discussed who they are, and what are the benefits their products could offer to the advisers and their clients (e.g. allowing customers to co-own their policies with the company, reducing their premiums and providing an alternative to cancellation) To know more about iExtend’s offering, advisors are encouraged to reach out to their distribution managers for support and assistance. https://iextend.com.au/about-us-2/
What this episode covers
In this episode, David is joined by iExtend’s Head of Distribution Protip Dasgupta, and the Head of Alliances, Mark Stubbings who then announce that iExtend has finally been granted a license to offer financial services products and to provide general advice in Australia. iExtend also briefly discussed who they are, and what are the benefits their products could offer to the advisers and their clients (e.g. allowing customers to co-own their policies with the company, reducing their premiums and providing an alternative to cancellation) To know more about iExtend’s offering, advisors are encouraged to reach out to their distribution managers for support and assistance. https://iextend.com.au/about-us-2/
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Advice Evolution with iExtend (Special Episode)
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