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Flexible Financial Protection
Build a great business with great advice
 


This workshop, brought to you by LifeQuote, goes back to Protection basics, giving you the confidence to focus on "multi product protection sales", delivering to the customer a range of solutions that help your client and their family protect their financial commitments in the event of critical illness, long term illness or death. The confidence, and a structured approach to selling protection, will help you provide valuable cover for your clients, and increase your income stream from this core area. Hence the workshop title ‘Flexible Financial Protection – build a great business with great advice’

This practical workshop revisits the skills needed to get customers to understand their protection gaps and gives you solutions in an easily presentable format that will facilitate a better understanding of clients’ holistic protection needs and provide increased cover across a range of protection products including income protection and critical illness.

The session covers:-

  • Your ability to deliver a consistent sales message will ensure you sell more protection products, normally on a multi benefit or menu basis that your customer will understand and keep.
  • A review of the range of Protection solutions available to clients and shows you tools that link to the fact find process, allowing comparisons across multi benefit solutions with major providers and automated the suitability letters with bespoke client solutions.
  • Bupa are sponsoring the workshop to allow us to deliver these at no cost to advisers, and they will talk about overcoming objections and run through the key areas of the features and improvements to their protection products and how you can grow your business through multi product sales.

To register click on the appropriate tab above or on the button below.

About Direct Life & Pension Services Limited

LifeQuote, a trading style of Direct Life & Pension Services Limited, supports advisers active in the life insurance, general insurance and mortgage markets with quick and simple life, critical illness and income protection solutions including technological and administrative support.

Experts in the Protection arena, we currently deal with over 6,000 new applications a month.

Direct Life and Pension Services Ltd is a subsidiary of Cardif Pinnacle, part of the global banking group BNP Paribas.