As part of our series looking at how mortgage intermediary firms overcome some of the challenges highlighted in protection Viewpoint 2021, we hear from mortgage and protection advisers on how they build trust and ensure memorable protection conversations.
- Our infographic looks at some of the key findings from Viewpoint 2021.
- In this short video Nina Brown from Pam Brown Mortgages shares her views on how she raises protection with mortgage clients for the first time.
- In this short article, Michelle Brook from Brook Financial Services and Sarah Tucker from The Mortgage Mum share their views on how they approach protection within their firms.
Thank you to L&G and Royal London for their help and support in creating this content.
Adviser Viewpoint Opportunities and trust
Opportunities and trust (infographic)
