16th January 2019

Old Mutual Wealth: Protecting your clients

Resolve to provide comprehensive protection that supports your clients before, during and after a claim.

Over the festive period, many lucky people will have been given presents that are precious to them. Insuring these items seems like a no brainer, but how much and what kind is a difficult decision, particularly as insurance policies tend to have a lot of options and it can be challenging to run through reams of “what if” situations.

Protection, Business Protection

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Practical Protection Podcast: Dementia

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.

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.

Talking Protection - Think Marathon Not Sprint

In the latest AMI Protection Viewpoint report, only 39% of respondents recalled their broker asking about protection insurance, but 99% of brokers said they asked their clients about it

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