Knowledge Hub

Advisor Guidance

Learn how to ask stronger discovery questions, think through suitability, and connect product knowledge to real client situations.

Questions a New Advisor Should Ask a Client

Use a simple discovery framework before talking about product type or premium.

Understand how health, risk, and disclosure affect what the client can actually buy.

Learn when extra proof is required and why that changes timing and recommendation strategy.

See how guaranteed income, spending needs, and product fit work together in retirement.

Review how longevity, liquidity, and family protection risks shape recommendations.