Best protection advice from a mortgage adviser
The criteria
Demonstration by a mortgage advice firm of how they increased the amount of protection sales in their business, how they ensure protection is discussed with every client (and that discussion is followed through) and how protection plays a role in their ongoing servicing of clients. Entry to be supported by statistics to explain split of business and how protection sales have increased.
Shortlist:
FLUENT GROUP
PAM BROWN MORTGAGES
TRUSTED FINANCIAL ADVICE
Sponsored by:
winner
TRUSTED FINANCIAL ADVICE
Why they won
This firm signposts and highlights Protection throughout the mortgage advice process, as well as providing lots of support so their advisers understand why protection is so important. This firm stood out for giving particular emphasis to quality of protection products across Mortgage and Income Protection plus achieving an outstanding 99% persistency.
