SERVICES OFFERED BY SUMMIT FINANCIAL SOLUTIONS
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Summit Financial Solutions, offers 3 main services, these services include:
Up Front Product Advice
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Up front product advice involves making recommendations, and proposing and guiding a customer about the suitability of a product according to his/her identified needs. This includes advice on replacing a product or a product switch. In addition to identifying a suitable type of product, up front product advice would also entail selection of a specific product and/or product supplier, depending on the range of offerings we have access to.
Risk Management
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Risk planning involves advice on structuring and arranging a customer's financial resources to meet his/her financial needs and circumstances. In the short-term insurance space, this can be described as risk planning, including risk finance consulting, loss control advice and surveys and risk management advice which includes the ongoing review of the customer's initial needs and circumstances.
Ongoing Product Advice
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Ongoing product advice involves providing recommendations on changes to product solutions during the life of a product in response to changing market conditions or changed customer needs and circumstances. This would include recommendations in relation to the variation of any term or condition applying to a financial product, or the termination of any product. A recommendation to maintain an existing product without change is also part of this service.
