Let us demonstrate how to quickly and easily compare Income Protection products on the only qualitative platform which compares quality and cost all in one place, in just an hour.
Income Protection can be a complex product to compare, with different deferred periods, maximum income guarantees, inclusion of fracture and hospitalisation benefit all adding to the overall quality matrix. Navigating these elements, and more, can often add to the challenge of providing good customer outcomes under the FCAs Consumer Duty Framework.
Protection Guru Pro enables advisers to quickly and easily compare many of the features embedded into Income Protection plans, allowing them to confidently recommend a plan that meets the client’s needs based on both quality and price.
To help advisers we now offer six free webinars, to help you improve your protection conversations. If you’re new to PGP or an existing user keen to understand how to compare quality, price and value in one go, you’re in the right place.
As a new PGP user, we’ll show you how to obtain a 30-day free trial for PGP and how to link the pricing and underwriting feeds enabling you to highlight value to your clients from day one.
The sessions will be led by one of our Protection Gurus, Jason Coleman, who brings over three decades of Financial Services experience alongside 20 years as a seasoned learning professional and almost a decade of market insight having worked for Guardian.
We’ve a total of six, hour long webinars, you’ll see the date, time, and themes below, these are refreshed weekly, so you’ll always see the schedule for the next six weeks:
Thursday 22nd May 3pm-4pm – Providing Life Protection advice for Mortgage and Wealth Management advisers
Wednesday 4th June 10am-11am – Why only assessing Critical Illness plans for Quality & Value fails FCA Consumer Duty requirements – And how to fix it
Friday 13th June 3pm-4pm – Are you missing out on the best way to cover families cheaply?” The case for Family Income Benefit
Wednesday 18th June 10am-11am – Selecting the best value Critical Illness plans for your clients
Wednesday 25th June 2pm-3pm – Exploring Income Protection Advice
Friday 30th June 1pm-2pm – The importance of regular reviews and how to compare legacy products
