Protection Update - Issue 96
Helping to close the protection gap
We’re constantly reminded of the £2.3 trillion gap that exists within the protection industry and have been for some time. But where is this business and how can you maximise the opportunities?
To make things as simple as possible for you, we’ve produced a new upselling support pack. The adviser guide and two client facing sales aids, based around identifying the opportunities, will help you in your approach with clients.
Here’s a summary of what’s in the pack:
- An adviser guide for you – outlining current market conditions, state benefits, client lifestyles, upselling mistakes and solutions, as well as tips on selling yourself and handling objections.
- First client flyer, ‘The importance of having life cover’ – helping your client to consider the importance of protecting their loved ones and relating the cost of protection to every day expenses
- Second client flyer, ‘Helping protect your lifestyle’ – helps bring to life how much cover is really needed to protect your client’s current lifestyle.
To view or download the new upselling support pack, visit our Adviser Centre or call the Protection Sales Team on 0845 273 0010*.
If you have any questions on how we can help you make the most of this opportunity, or if you would like a one to one upselling session with your Protection Broker Consultant, please contact us.
* We may record and monitor calls. Calls charges may vary.
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.
