Problem Solving › Insurance
L'erede contesta la polizza sottoscritta dal padre · Insurance · Advanced
The son of a recently deceased client contacts you furious: he claims the unit-linked policy his father signed two years ago, at 78, was unsuitable for his age and profile, that his father could not understand what he was signing, and that he is considering legal action. The suitability file exists and is signed, but the questionnaire was filled in summarily. How do you handle the situation?
Il figlio di un tuo cliente recentemente scomparso ti contatta furioso: sostiene che la polizza unit linked sottoscritta dal padre due anni fa, a 78 anni, era inadatta alla sua età e al suo profilo, che il padre non poteva capire cosa firmava e che valuterà un'azione legale. Il fascicolo di adeguatezza esiste ed è firmato, ma il questionario risulta compilato in modo sommario. Come gestisci la situazione?
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