Which investment and savings solution you choose for your client will depend on their hopes and aims for the future.
We believe that you have an important role to play in helping your clients to define their needs. For example, do they want to:
- save money in a tax-efficient environment?
- have the potential for growth?
- provide an income?
- put money aside for their children’s education?
- provide for their retirement?
- protect their assets for the benefit of their dependants?
Once they’ve decided what they want to achieve, we provide a choice of products suited to their particular location.
Find out more about products from Old Mutual International Ireland:
And products from Old Mutual International Isle of Man (not available in all territories, so please check with your Old Mutual International sales consultant):