Category: Everything you need to know
AI, Cancer Awareness and Worrying Trends in Underwriting – Your Weekly Protection Round-Up
Explore AI in financial advice, cancer awareness, and underwriting trends. Practical insights for advisers on technology, clinical guidance, and better client outcomes.
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Using AI to Enhance Advice Without Losing the Human Touch – Part Two
Discover how AI can boost efficiency in financial advice while preserving empathy and trust. Learn practical tips for blending technology with human connection.
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The Enduring Power of Human Connection in Lead Generation – Part One
“Discover why trust, referrals, and professional partnerships remain the most powerful lead generation tools in the UK protection market. Learn how to balance technology with human connection for long-term success.
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Expectation management: The missing link in protection advice
Discover how expectation management transforms protection advice. Learn practical strategies to build trust, reduce resistance, and improve client outcomes through early framing, budgeting, and transparency.
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When is medical evidence automatically requested – Everything you need to know
For most clients, submitting an application without any health or lifestyle disclosures typically...
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Claims, Consumer Duty and Added Value Benefits – Everything we discussed in our recent forums
Our latest forums produced lively debate and record numbers of attendees. Whether we were...
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Addressing the income needs of different demographics – Everything you need to know
Income protection plans should be the foundation of every clients financial planning. The base...
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EVERYTHING YOU NEED TO KNOW ABOUT WHAT WE’VE COVERED ON PROTECTION FORUM July – September
Our regular Protection Forum is an opportunity for advisers to come together and discuss topics...
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Everything you need to know about using ProtectionGuruPro
ProtectionGuruPro has been live for just under a month now and we are really pleased with the...
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Additional cover for accidents, traumatic injuries and hospitalisation – 4 things you should read
Whilst many of us spent the last couple of years indoors more, life has not been without...
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Provider Showcase Pages – Everything you need to know
Our showcase pages really are ‘Everything you need to know’ about each insurers proposition. We...
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Our 2021 protection product ratings – everything you need to know
At the end of April we published our protection Product Ratings for 2021, which pull together our...
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