20th February 2017
Scottish Widdows Protect: New protect essential Films
Add value to your client conversations with Scottish Widows new Protect Essentials films for bite sized insight into key product and industry topics.
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This issue discusses arranging protection insurance for someone living with dementia. The very first thing that you need to do, in my opinion, is to consider the person as vulnerable, with partners and children being classed as potentially vulnerable. The next step is to check with your compliance and any other oversight, to determine what you are and are not allowed to advise on in this situation.
CURA: Practical Protection Podcast: THE Best Insurer
In this episode I have discussed the things that different insurers offer, that stand out to me. So this is my opinion, based upon my experience of when a client has explained their circumstances and I have gone ‘ooooh, Insurer X will be perfect’. I’m not going into underwriting or every single thing that makes an insurer unique, it’s just an overview of key parts of their products and services that make them a good choice for your client.
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