Learn Why not all Life Policies are the Same
How you can offer a much better plan for a very small extra cost?
Let us demonstrate how to quickly and easily compare the small print and features of Life and Mortgage Protection plans in just one hour.
As you may have read in the press today, by using Protection Guru Pro, as well as leading to better consumer outcomes, this can significantly increase your earnings per policy:
FT Adviser, Tom Dunstan: Improving client outcomes can boost adviser income
IFA Magazine, Meg Bratley: Protection Guru Analysis: helping advisers cover the additional cost of Consumer Duty compliance
Mortgage Soup: Protection Guru: Consumer Duty can benefit both clients and advisers
Using Protection Guru Pro (PGP) not only helps you quickly and easily produce detailed analysis based on value as well as price, typically in less than two minutes, you can also produce detailed analysis for all the leading protection products including:
Life & Mortgage Protection
Income Protection
Family Income Benefits
Business Protection
Critical illness
Usually, our users find that using our process for just two policies can pay for the cost of the software for the whole year. After that everything else is just extra income for you.
To help advisers we now offer seven 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.
If you’re new to Protection Guru, 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 seven, 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.
