LOA policy analysis (with Jack)

About this session

Letters of authority come back thick with detail. Plan values, fund holdings, charges buried three pages deep. Reading it, cross-checking it, writing it up: hours gone before you've given a word of advice. Upload the provider responses and Marloo extracts the policy details, lays them out clearly, and drafts the analysis ready for your review. Every figure connects back to Ask Marloo, so if you're unsure where a charge came from, just ask and Marloo points you to the source. What Jack covers in the webinar: - Uploading and analysing LOA documents - Reviewing and refining the output - Live Q&A