mortgage advisers should seize the opportunities
are you missing valuable opportunities?
A session focussed on helping mortgage advisers spot and develop business protection opportunities rather than missing out on valuable business. Mortgage advisers are ideally placed to have the conversations with their clients around the risks they could face should the worst happen, and help them to understand how to mitigate those risks. Clients may think about the risks associated with a mortgage but what of those other opportunities that could be highlighted through the fact-find process?
The discussion aims to build advisers confidence with some simple openings to enable the conversation to raise those potential needs. It will case studies as the basis for the presentation that will hopefully be easy for most advisers to relate to, and look at ensuring the adviser is able to keep linking the need for protection to the clients overall circumstances.
Learning objectives
By the end of the session you will
1. Build confidence with some simple openings to enable the conversation to raise those potential needs
2. Ensuring the adviser is able to keep linking the need for protection to the clients overall circumstances.
panellists
Paul McDowell - Wealthmax Financial Advisers
Alan Richardson - Head of Protection Excellence, MAB
Considering how group protection can support your clients
key differences between group schemes and individual policies
The Business Protection market presents a great opportunity to raise the need for a business to look after its employees by moving the discussion to appreciate the benefits for them of group protection.
The session will set out the key differences between group schemes and individual policies and will describe the scope of cover and support for business from group products. This will include how claims assistance and return to work services are an invaluable part of the business proposition to support both the employee and the business.
The session will highlight the wider opportunities with your business clients, a new market for your advice, and also how the use of group schemes can be a great way to embed value into your business going forwards.
Learning objectives
By the end of the session you will
1. Gain a greater insight into the differences between group and individual protection policies.
2. Understand the claims and return to work services which can support your business clients' needs.
3. Identify ways to bring to life the benefits of these policies for both the employee and the business client.