GROUND BREAKING INNOVATION IN BUSINESS PROTECTION ADVICE
CIexpert innovation discussions
Inspiring innovation in advice and delivery is fundamental to your business. The sessions earlier in the week have looked at the need for business protection and all the factors you need to consider when building your advice recommendations – this session looks at how you research and apply for the products your advice is recommending as effectively as possible by combining need, cost and quality into a single solution.
Learning objectives
By the end of the session you will
1. Fully assess the relationship between affordability & quality for all insurers supporting business protection specific Life & Critical illness plans. Access the Business Protection sections within the CIExpert Life & Critical Illness and Income Protection InsightZones
2. Understand how the seamless 2-way integration between the various systems and CIExpert streamlines the research and advice allowing you to deliver the best solutions for your clients and their businesses with ease & accuracy
IRESS & ciexpert : Beyond Compare - Starts at 11.00
In this session, Paul & Phil are going to explore the "game-changing" two-way integration between Iress and CIExpert which brings the relationship between cost and quality research together in one place—for the first time ever. This exclusive enhancement to The Exchange is set to revolutionise Business Protection Life & Critical Illness advice, making it simpler, faster, and more effective.
panellists
Paul Roberts - CIExpert
Phil Day - Iress
CIExpert & SolutionBuilder: The reality of business protection - starts at 14.00
In this session, Paul & Claire will look at assessing the specific risks to a business using the SolutionBuilder Business Risk Reality calculator alongside how using the integration between SolutionBuilder’s Business Protection service & CIExpert’s dedicated business critical illness research platform will give you the ability to deliver your clients with a customised portfolio of benefits tailored to protect themselves, their business and their employees.
panellists
Paul Roberts - CIExpert
Claire Shine - iPipeline
Is business protection easy in the real-world?
Advisers real experiences and their tips for successs
Across just one week we have covered a huge range of topics and explored many aspects of business protection demonstrating the value that this market can have for advisers who want to look after their business clients. There is much more behind all of these topics, but what's it really like?
Discussion with advisers who are at different stages within their businesses moving into the Business Protection market. They haven't always written all aspects of Business Protection (may have signposted it to others in the past) but are now active growing their businesses. They highlight the lessons they have learned along the way and what are the essential areas where they have found they need to excel.
Real life hints and tips to help you grow your business, and highlighting the huge amount of support available across the whole industry. It's time to grow the market.
Learning objectives
By the end of the session you will
1. Understand the challenges that an adviser may face when looking to move into the Business Protection market and how to overcome some of these.
2. Identify the hints and tips that could be applied to your own business and advice process, and the areas of support available to you.
panellists
Dan Wyke - Wyke Financial
Zoe Priselac - Way More
Lee Thomas - Pangea Life
Stuart Halliwell - Stuart Halliwell consulting