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How to compare historic CI wordings and a fantastic opportunity

How to compare historic CI wordings and a fantastic opportunity

Last week we celebrated Protection Guru’s 4th birthday. Thanks to everyone who sent us birthday greetings!

We teased the industry with the announcement of historical critical illness comparisons that had been developed and now added to PGPro. This was launched on Tuesday and the interest from advisers has been overwhelming. We are holding two webinars on Tuesday 14th / 21st March at 9.30am to demonstrate this additional functionality. Please click here to register.

Our Protection Forum took place covering the topic of ‘How open, fair and transparent is the industry when it comes to medical underwriting?A huge thank you to Vitality’s John Downes and The Exeter’s Sarah Lloyd, for your valuable input on underwriting approaches and how advisers can help to make the process easier, A fabulous LinkedIn post by Lee Thomas of Pangea Life endorsing the forum, and thanks  to Shirley Gooden and Zoe Priselac for your valuable contributions to the session.

The comments were flowing in the chat for the forum, thank you to everyone for your contributions. The session clearly stimulated a thought-provoking debate across advisers and insurers, so much so a follow up session will be arranged to discuss this topic. More detail to follow on this.

Protection Guru are constantly striving to make positive change in the industry. So we are shining a spotlight on menopause in light of International Women’s Day 2023 and we have published 3 separate articles covering:

There will be further commentary in this regard over the coming months and beyond with the objective of making significant positive change in the treatment and support of menopause for women.

We were delighted to hear the news that our esteemed leader, Ian McKenna has been appointed as Chair Technology Forum at Consumer Duty Alliance. As Chair of the Forum, Ian will be coordinating efforts to help advisers understand the technology that can best help them meet their regulatory obligation, improve customer outcomes and serve more clients economically so we can increase the availability of financial advice to all who need it.

We are hiring! We are looking for our next Protection Guru! This is an outstanding opportunity for someone who is passionate about protection to join our multi award winning team. If you are interested or know someone that might be, please follow the link and get in touch here: Are you our next Protection Guru? Or do you know them? – Protection Guru

Right thats it from me, another busy week ahead!

Have fun everyone!

About The Author


Niki Cooke has over 20 years’ experience in the financial services industry, in particular in the advise-tech sector, where she has worked for the likes of iPipeline, Intelliflo and Twenty7Tec Group. Niki recently joined FTRC/Protection Guru as Chief Revenue Officer, supporting the business in it’s growth and development of protection focused adviser research tools and working with the wider industry to help grow the protection market.

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