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 To enter please complete this short questionnaire

What category of adviser would you class your self as:
Financial Adviser Mortgage Broker Pension specialist
Other:
Are your clients mainly: Personal Corporate
Do you currently advise on Private Medical Insurance: Yes No
IF YES, are you whole of market: Yes No
How many cases do you write each month:
Would it be useful to have a specialist do this for you, and take responsibility for the admin, sales and compliance, yet you still receive 1/3rd of the commission:
Yes No
IF NO, What generally stops you:
Would it be useful to have a specialist do this for you, who takes responsibility for the admin, sales and compliance, yet you receive 1/3rd of the commission Yes No
Is PMI (Private Medical Insurance) a question on your factfind? Yes No
Is PMI listed on your sales literature and website? Yes No
What percentage of your clients do you think probably have PMI? (bearing in mind that 11% of ABC1 demographic public have PMI) %
Did you know that your clients can often switch insurers with ‘no worse terms’ for cheaper premiums? Yes No
Did you know that our rates can be as much as to 40% cheaper than going direct (Male age 37 BUPA direct £50.30, Bupa via PMI P £29.57)
Yes No
Did you know that we offer you a complete
NO CROSSSELLING GUARANTEE so your client relationship is secure
Yes No
How do you think you can make use of this service?
What else could we do to help you recommend PMI ? (leaflets, email)
Do you ‘personally’ have PMI cover? Yes No
IF YES, Who is it with
Would you like it reviewed (and you’ll get your commission share!) Yes No
IF NO, Have you considered the merits of PMI for yourself? Yes No
Would waiting on an NHS waiting list for 18 weeks affect your income/lifestyle Yes No
Would you like us to provide you with some no obligation quotations Yes No

Thank you for completing our questionnaire. Please complete your personal details and you will be entered for the competition.

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PMI Partners is a trading style of Assured Futures Limited. Authorised and regulated by the Financial Conduct Authority.
Registered address Ellenborough House, Wellington Street, Cheltenham, Glos, GL50 1AP No.3040737. Calls may be recorded.
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