Optimise your Consumer Duty Compliance and increase your income : Seamlessly Integrate Protection into Your Mortgage Process
Join us for a webinar to learn more. These sessions are designed for existing and new Protection Guru users.
Consumer Duty requires advisers to base their protection advice on value, not just price. This necessitates an assessment of the quality of plans, not just the premiums. These sessions will focus on how to generate assessment of value and price in less than two minutes, They will explore different product types and the key issues to consider.
They will also signpost vast amounts or research on our main Protection Guru site to enhance your technical knowledge when you provide advice to your clients. Learn how you can quickly and easily compare protection products based on cost and quality all in one place. The topics for the dates are as follows:
- 8th October 2pm-3pm – How to assess value in life and mortgage protection advice including value added benefits
- 14th October 11am -12pm – Why Critical Illness plans should be reviewed annually as part of Consumer Duty, how to achieve this quickly and effectively
- 21st October 9:30am-10:30am – Providing Income Protection advice for Mortgages and Wealth Management advisers
- 29th October 10am – 11am – How to select the best value Critical Illness plans for your clients
In our live demo sessions, we will demonstrate how you can use Protection Guru and ProtectionGuruPro to make it easier to provide the best possible life, critical illness, income protection and business protection advice in ways that fully comply with the Consumer Duty regulations. This will include producing recommendations for the client including:
- How to run value-based comparisons in just two minutes including cost and quality
- How to compare historic critical illness plans to current day plans based on your clients own specific scenario and a panel of qualified practicing doctors’ assessment of critical illness coverage.
- How to compare cost using our iPipeline or UnderwriteMe integrations.
- How to ‘ski downhill’ when discussing products by starting your conversation with the best possible product recommendation.
Register below:
