Protection Update - Issue 93
New interactive PDF simplifies protection for you and your clients
To help you promote the protection proposition, we’ve developed a new interactive PDF. It’s called ‘Let’s talk protection’ and will assist you in relating to your client the compelling need for protection in a way that is simple to understand.
Here's a summary of the information in the interactive PDF:
For your clients:
- Statistics and case studies
- Customer profiles
- Compelling reasons for suitable protection cover
For you:
- Information on claims and underwriting
- Easy to understand information on all our protection products
- Links straight through to important sales aids
The idea behind the PDF is simple – identify the different needs for protection for clients, and provide quality information that will link these needs to appropriate products.
‘Let’s talk Protection’ has been designed as a tool that you and your client can go through together in a sale. Once the needs of the client are established, you have at your fingertips suitable case studies, statistics and customer profiles to support the need for protection. Following this, there are links through to protection products as well as relevant sales aids.
See the new Let's talk Protection (pdf - 3 MB) It’s also available at the Adviser Centre > Sales Aids > Let’s talk protection.
If you have any questions, please contact us.
This is not a consumer advertisement. It is intended for professional financial advisers and should not be relied upon by private individuals or any other persons.
