PCS Vision Issue 4 

August 2022

Remote insurance processes are going from strength to strength. High net worth clients are increasingly choosing to incept policies remotely irrespective of whether they are impeded by COVID-related travel restrictions.

So, in this issue of Vision, PCS by Mercer Group Deputy Chief Operating Officer, Jason Kwong, explains the process in more detail, we look at two case studies of clients incepting policies remotely for very different planning objectives, and see how a family is using a savings plan to safeguard wealth transfer to their third generation.

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