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Ian McKenna

As seen in: CNN, FT Adviser, FTAdviser, The Dartmouth, The Alcalde, Fordham Observer, Money Marketing, More Perfect Union, Mortgage Solutions, Fintech Finance News and
i lost the title to my car , if anyone finds it please let me know. making videos @MorePerfectUS . nj,nyc,grx, now phl
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Articles

Ian McKenna: The next generation of changes from intelliflo

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By Ian McKenna, ian mckenna
| Money Marketing Verified
The last 12 months have been full of change for Intelliflo (not the company), and much more is on the way. Ian McKenna – Illustration by Dan Murrell Delegates gathering today for the Innovate 26 event had an air of anticipation, not least as the agenda had trailed the announcement of Intelliflo Next Gen, the successor to intelliflo Office – the practice management system of choice for over 50% of wealth advisers.
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Four wording differences that will sharpen every protection recommendation you make

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By Ian McKenna, ian mckenna
| Protection Guru
What are the key things that determine if a claim will get paid. That was our focus across Protection Guru last week, and it is why taking the time to read the pieces below will benefit you and your clients. If you give Critical Illness or Income Protection advice regularly, last week’s articles on identify messages advisers can take straight into client conversations. Stroke claims and the fine print: why a “mini stroke” might not pay is the cleanest place to start.
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A major win for mortgage providers in the FCA’s Open Finance vision, while life insurers look set to miss out on billions.

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By Ian McKenna, ian mckenna
| Protection Guru
A major win for mortgage providers in the FCA’s Open Finance vision, while life insurers look set to miss out on billions.
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