2024 INDIVIDUAL ADVISERS AWARDS

A case study from an adviser demonstrating how they have supported the client during a claim. We are looking for submissions which highlight how the adviser has supported the claimant and what impact this had on the client.

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In association with:

Examples of use of video in social media by an adviser to promote protection. Entrants must demonstrate the level of engagement achieved, how this has had a positive impact on their clients and business and/or how they have reached people they might not have had contact with otherwise.

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In association with:

Examples of use of text/image based social media by an adviser to promote protection. Entrants must demonstrate the level of engagement achieved, how this has had a positive impact on their clients and business and/or how they have reached people they might not have had contact with otherwise.

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In association with:

Entry is limited to individual advisers who have entered the protection industry in the last 24 months. Entrants should demonstrate how they have achieved their qualifications, grown their client base and can highlight how they have helped increase protection sales in their firm and produced great customer outcomes.

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In association with:

How an administrator/member of support staff has gone the extra mile to support their firm’s advisers and clients, how they have made an impact to the business and how they have helped achieve better client outcomes.

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How an individual has gone above and beyond to provide protection training to advisers. This can be on sales, underwriting, product knowledge or anything else related to protection. We would love to see evidence of impact the training has had on the recipients.

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