How you can compare the quality of Critical Illness plans in minutes
Let us demonstrate how to quickly and easily compare Critical Illness definitions, full and additional payment amounts and the scope of Value-Added Benefits and more, in just an hour.
Navigating the complexities of providers’ critical illness definitions whilst looking to deliver good customer outcomes under the FCAs Consumer Duty Framework can be a challenge.
Protection Guru Pro enables advisers to easily compare definition wordings with the insight provided by our independent panel of doctors, allowing them to confidently recommend a plan that meets the client’s needs based on both quality and price.
As you may have read in the press last week, by using Protection Guru Pro (PGP), as well as leading to better consumer outcomes, this can significantly increase adviser’s earnings per policy:
FT Adviser, Tom Dunstan: Improving client outcomes can boost adviser income
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 60-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 27th March 11am–12pm – Exploring Income Protection advice.
Thursday 3rd April 11am-12pm – The importance of regular reviews and how to compare legacy products.
Thursday 10th April 11am-12pm – Providing Life Protection advice for Mortgage and Wealth Management advisers.
Wednesday 16th April 2pm -3pm – “Why only assessing Quality & Value for Critical Illness plans fails FCA Consumer Duty requirements – And how to fix it”.
Friday 25th April 2-30pm – 3.30pm “Are you missing out on the best way to cover families cheaply?” The case for Family Income Benefit.
Tuesday 29th April 3pm – 4pm Selecting the best value Critical Illness plans for your clients
