Angela Davidson: The psychology of selling protection

'The cornerstone of advice'

clock • 5 min read

Advice expert Angela Davidson busts some protection myths and explains how to overcome sales barriers

I've been in financial services for many years and I've noticed that some things don't change. Protection is still one of the most important aspects of financial planning for securing the financial resilience of clients and deemed the cornerstone of advice, but unfortunately, it is still without doubt one of the hardest areas of advice in which to discuss and gain commitment from clients. Let's face it, protection is renowned for being the ‘doom and gloom' discussion to have with clients. There's no denying there are real barriers that hinder the selling, and indeed the purchasing, of pr...

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

 4.72% of UK deaths resulted in an IHT charge during 23/24

4.72% of UK deaths resulted in an IHT charge during 23/24

Figures ‘set to accelerate’

Sophia Panayi
clock 30 July 2026 • 2 min read
BW Consulting partners with Working To Wellbeing on vocational rehab

BW Consulting partners with Working To Wellbeing on vocational rehab

Support for employees with chronic conditions

Jaskeet Briah
clock 28 July 2026 • 1 min read
amii appoints Charlie Francis to executive committee

amii appoints Charlie Francis to executive committee

Howha PMI managing director

Jaskeet Briah
clock 24 July 2026 • 1 min read