Guide to managing obstacles in protection

pfs-logo
cisi-logo
CPD
Approx.60min
  • Identify the challenges with loading
  • Explain how to manage clients with multiple protection needs
  • Identify different types of cover available as working patterns change

Guide to managing obstacles in protection

  • Identify the challenges with loading
  • Explain how to manage clients with multiple protection needs
  • Identify different types of cover available as working patterns change
pfs-logo
cisi-logo
CPD
Approx.60min
Supported by
Scottish Widows

Introduction

By Ima Jackson-Obot
twitter-iconfacebook-iconlinkedin-iconmail-iconprint-icon

It has become easier to talk to clients about their protection needs as a result of increased transparency in the industry when it comes to claims stats, and also as a result of the pandemic.

But even though people might be more open to conversation and the industry is striving to be innovative when it comes to products and services, not every case is straightforward.

So how can certain obstacles when it comes to obtaining protection insurance be overcome?

This guide will explore how to manage the challenges concerning loading, how to manage multiple insurance needs and the type of cover that is suitable for those with non-standard working arrangements.

The guide is worth an indicative 60 minutes of CPD.

In this guide

Articles
CPD Questions
To reveal the CPD questions which accompany this guide, please sign in and read all of the articles below.