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Dear Craig,
It was great speaking with you and Claire last week. Thank you both for taking the time to go through everything in detail.
As promised, I have prepared a detailed recommendation for two Relevant Life Policies for Lifting Management Group Ltd. Rather than sending a plain email, I drafted the recommendation into a private webpage that clearly brings everything together in one place: the products, indicative costings, the tax efficiency breakdown, and supporting documentation.
Nothing is set in stone. The figures are indicative and based on our initial conversation: the sums assured, terms, and structure can all be adjusted. Once you have had a chance to review, we will get the application call rescheduled at a time that works for you both.
Please take your time to review everything at your convenience, and do not hesitate to get in touch if you have any questions in the meantime.
Kind regards,
Mike
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