Our Financial Broking Consulting Services include understanding the needs of the organisation and purpose of the product.
The following items are evaluated as part of the process:
- TCF – client needs analysis and fair pricing determination
- Costing and profitability of insurers and reinsurers
- Accounting treatment
- Tax treatment
- Policy wording
- Reinsurance requirements assessment and discussions with relevant reinsurers to ensure the product is correctly included in the treaty.