Protection advice firm of the year
The criteria
Submissions will demonstrate how the advice firm has supported its advisers in providing better protection advice by delivering training, support materials etc., what they do to ensure consistency of advice across the firm, what the split of business is across life, critical illness, Income Protection etc. (and how that might have changed in last 3 years).
Shortlist:
FUTURE PROOF (HIGHLY COMMENDED)
LIFESEARCH
THE INSURANCE SURGERY
VITA
Sponsored by:
winner
LIFESEARCH
Why they won
Going the extra mile is embedded throughout the culture of this firm. They achieve it while still delivering impressive sales volumes and numbers of families protected. But it is also how they do it. Their Hit Squad successfully challenged over 1,300 underwriting decisions in the last year.
