Category: Protection

Oct 21 – Everyone loves a freebie

Scott Taylor-Barr at Carl Summers Financial Services takes a look at some of the additional benefits that customers may have access to as part of their protection policies…

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Aug 21 – Being social media savvy

Neil Hoare at HL Partnership shares his views on using social media to engage with

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Jul 21 – It’s time to talk protection

Adam Aspden, Sales Manager at Fluent Mortgages, shares his views on why all mortgage advisers should talk about protection with their clients….

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Jun 21 – Presenting protection solutions in 2021

Mark Ninnim at the Finance Planning Group shares his views on how mortgage intermediaries can present protection solutions to their clients in the absence of traditional face to face
meetings….

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Apr 21 – A memorable protection conversation is…

Vikki Jefferies at PRIMIS shares her views on what ‘memorable’ means to her and how she thinks advisers should position protection in the mortgage advice process…..

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