courtney.youngblutt
Xplan Expert
6 months ago🤓Xplan Hint: DBFO consent comes to Xplan Risk Researcher
Did you know Risk Researcher now enables you to document client consent for insurance commissions?
As many of you know, from 9 July 2025, advisers providing personal advice on life insurance will n...
rainier.reyes
Advisely Team
6 months agoConsent tracking and Risk Researcher – name a more iconic duo! Thanks for sharing courtney.youngblutt 🙌
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