Seven useful tips to selling mortgage protection

'Be transparent, appropriate and timely'

clock • 6 min read

Naomi Greatorex of Heath Protection Solutions tells how she brings up protection with mortgage clients

I find talking to my clients about the importance of protecting themselves hugely rewarding. I walk away from my meeting feeling like my clients have had access to the advice they need on a wide range of protection options. Having worked on the corporate side of the protection industry for many years, by training mortgage advisers on how to talk about the value of insurance to their clients I feel that I am now putting my specialist understanding into action. I work closely with a number of busy mortgage broker firms in London, which has allowed me to see far more closely what the diffic...

To continue reading this article...

Join COVER for free

  • Unlimited access to real-time news, key trend analysis and industry insights.
  • Stay on top of the latest developments around health and wellbeing, diversity and inclusion and the cost of living crisis.
  • Receive breaking news stories straight to your inbox in the daily newsletter.
  • Members only access to monthly programme 'The COVER Review'
  • Be the first to hear about our CPD accredited events and awards programmes.

Join now

 

Already a Cover member?

Login

More on Adviser / Broking

Professional skills: If protection feels salesy, it's because the adviser is unclear on their role

Professional skills: If protection feels salesy, it's because the adviser is unclear on their role

“The client isn't being sold at. They're being looked after.”

Ash Borland
clock 19 May 2026 • 3 min read
CIExpert partners with Succession Wealth

CIExpert partners with Succession Wealth

Supporting protection as part of holistic planning

Jaskeet Briah
clock 18 May 2026 • 2 min read
Targeted Support is a turning point - but it must include protection

Targeted Support is a turning point - but it must include protection

“This is an important moment for the advice market”

Roy McLoughlin
clock 14 May 2026 • 5 min read