Making light work of Income Protection comparisons
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.
As you may have read in the press recently, 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 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.
Thursday 8th May 11am–12pm – Exploring Income Protection advice.
