C.10 Compliance - Exit Plan

June 21, 2018

Fact Find - Exit Plan

 

Most Lenders required a clear exit plan especially for applicants over 50 years old. As a responsible lenders Premium Brokers must discuss an exit plan with their clients and make notes

 

HINT - After discussing the exit plan with a client note the proposed retirement age of the clients and in Other Comments section make comments about the clients exit plan.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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