Looking at protection through a different lens

The Protection Prism - Part two

clock • 4 min read

By looking at issues with a different prism, we can unlock additional opportunities for bringing protection into conversations, writes Tony Müdd

Hopefully by now you have digested and considered the elements I put forward in the first article about looking at protection in a different way. I have received some emails and comments about how this has opened advisers' eyes away from the traditional triggers and identified new opportunities, plus a few less complimentary. However, as my wife says you cannot please everyone, you are not a jar of Nutella. As promised, I am now going to spend some time looking at protection in estate planning. Most advisers are familiar and comfortable with the concept of using whole of life policies as...

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