Guide to introducing clients to protection

pfs-logo
cisi-logo
CPD
Approx.60min
  • Explain how to bring up protection with clients
  • Understand how to move past the cost of protection
  • Learn how innovation in protection has evolved

Guide to introducing clients to protection

  • Explain how to bring up protection with clients
  • Understand how to move past the cost of protection
  • Learn how innovation in protection has evolved
pfs-logo
cisi-logo
CPD
Approx.60min
Supported by
Scottish Widows

Introduction

By Ima Jackson-Obot
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Illness or death are not subjects many people are keen to talk about, understandably.

But if a positive can be taken out of the pandemic, it is that it has made people more aware of their mortality and more concerned about how sustainable their finances are and if they are adequately protected.

And perhaps, it will have made the introduction of clients to protection easier now, compared to 24 months ago. However, there are still complexities to the conversation that advisers need to be mindful of.

This guide will explore how to bring up the protection topic in conversation with clients, how to move past the cost of protection, whether it is ever too late to get protection cover and how innovation in protection insurance has evolved.

It is worth an indicative 60 minutes of CPD.

In this guide

Articles
CPD Questions
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