Today’s Wills and Probate Podcast
In this latest Today’s Wills and Probate podcast host David Opie speaks with Anglia Research’s Joe Lander about the pitfalls of missing beneficiaries, and how practitioners might best use resources available to deliver the best possible client service.
Joe discusses the options open to practitioners and draws on 20 years experience in the insurance industry to discuss the “who, what, how where and why” of Missing Beneficiary Insurance (MBI)
Over the course of the 20 minute discussion Joe de-mystifies the process of searching for missing beneficiaries and de-bunks some misunderstood elements of Missing Beneficiary Insurance, outlining when it is, and importantly isn’t, appropriate to consider it.
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The Today’s Wills and Probate podcast is available on your preferred podcast provider, and at www.todayswillsandprobate.co.uk.