TRENDING:

Which insurers offer fracture cover and how do they com...
Examining the Crucial Role of Terminal Illness in Life ...
Can Zurich’s ‘Accelerate’ Alleviate N...
  • Adviser Insights
  • Weekly Roundups
  • Showcase Pages
  • Product Updates
  • Cost of Living
  • Claims Hub
  • Technology
  • Events
  • Testimonials
  • Join the team
Protection Guru
  • Life Protection
    • Added Value Benefits
    • Buyback Options
    • Claims
    • Everything you need to know
    • Family Income Benefit
    • Free Cover
    • Funeral Cover
    • Guaranteed Insurability Options
    • Menu Plan
    • Minimum/Maximum Limits
    • Sum Assured Limits
    • Terminal Illness
    • Underwriting Limits
    • Waiver of Premium
  • Critical Illness
    • Added Value Benefits
    • Buyback Options
    • Children’s CI
    • Claims
    • Critical Illness Conditions
    • Everything you need to know
    • Free Cover
    • Funeral Cover
    • Guaranteed Insurability Options
    • Minimum/Maximum Limits
    • Underwriting Limits
    • Waiver Premium
  • Income Protection
    • Added Value Benefits
    • Benefit Payment Period
    • Claims
    • Deferred Periods
    • Everything you need to know
    • Funeral Cover
    • Guaranteed Insurability Options
    • Occupations
    • Minimum/Maximum Limits
    • Return to Work
    • Short Term Benefit
    • State Benefits
    • Sum Assured Limits
    • Terminal Illness
    • Underwriting Limits
  • Business Protection
    • Added Value Benefits
    • Claims
    • Critical Illness Conditions
    • Everything you need to know
    • Free Cover
    • Guaranteed Insurability Options
    • Minimum/Maximum Limits
    • Relevant Life Plan
    • Underwriting Limits
  • Protection Guru Pro
    • Comparing products
      • How to Run a Life Insurance Comparison
      • Compare Income Protection Policies
      • Value for Money Driven Advice – Family Income Plans
      • Comparing Modern CI Plans Effectively
      • Running Legacy CI Comparisons
    • Other functionality
      • Customising Protection Advice
      • The Express vs Custom Route
      • UnderwriteMe Walkthrough
      • Using PGP Product Data Tables
    • Getting started
      • Link iPipeline with PGP
      • Link UnderwriteMe with PGP
      • Add, Edit & Search for Your Clients
  • Meet our friends

Select Page

We are all advising in the wrong order

Posted by Martin O'Connell | Jun 25, 2025 | Adviser Insights | 1 |

We are all advising in the wrong order

Share:

Rate:

PreviousWhich is the best model: Write or refer?
NextGlaucoma and Critical Illness Insurance

About The Author

mm

Martin O'Connell

The Protection Revolution was created by Martin O’Connell in late 2024. Martin has been in the financial services profession for over 40 years and, most recently, spent 12 years as a Franchise Director for Vitality Health and Life based in the East Midlands.

Related Posts

Johnny Timpson – how signposting can insure more lives

Johnny Timpson – how signposting can insure more lives

7th February 2020

Why GP services are a game-changer for client engagement

Why GP services are a game-changer for client engagement

18th February 2025

National Wellness Month: A Celebration of Self-Care and Holistic Health

National Wellness Month: A Celebration of Self-Care and Holistic Health

1st August 2025

Consumers’ weird relationship with insurance…

Consumers’ weird relationship with insurance…

24th October 2025

1 Comment

  1. Daniel Hill
    Daniel Hill on 25th June 2025 at 4:05 pm

    All protection is “lack of Income” Protection – it’s just the trigger for a payout is different. if you frame it in this way (even to yourself), you’re much more likely to uncover where the client’s real pain points are and when you present your solution, you should find it much easier to explain what the problem each plan fixes, and get them to buy in.

    Reply

Leave a reply Cancel reply

Your email address will not be published. Required fields are marked *

User Details

Login or Register

Contact us

Protection Guru Pro

Join our mailing list

Digital Directory

Protection Forum

CDA Protection Forum

Archives

An  website

The Financial Technology Research Centre Limited trading as Financial Technology Research Centre.

Registered office: 14 Halifax Court, Fernwood Business Park, Balderton, Newark NG24 3JP

Registered in England No. 02484495

Tel: 020 3740 0000             Privacy Notice       Terms & Conditions

Designed by Elegant Themes | Powered by WordPress

We use cookies to track usage of our website using Google Analytics. Click here to opt-out.
Login Required Please

In order to give you this content, we need to ask you to login.

This site is designed for use by professional financial advisers only. It is not intended for use by consumers.

By continuing, you confirm that you are a professional adviser.

If you are not a professional adviser our consumer site to help you find an adviser for protection advice will follow soon.

Share This
  • Twitter
  • LinkedIn
  • Facebook
  • Like