The opportunities in protection advice

"The value add is demonstrated by robust, transparent advice based on a deeper appraisal of the clients’ needs"

clock • 5 min read
The opportunities in protection advice

Deafqto's insight consultant for life and protection, Ben Heffer, reviews where protection and other financial advisers can realise the most value for clients through advice across the product portfolio.

Financial advice is crucial for delivering the best outcomes for customers. I fully accept that simple products marketed directly to consumers will be right for some people and will help them have cover they would not otherwise have, and I agree with the commentators who encourage the sector to embrace new technologies to communicate with customers digitally. But, for life and protection, I can't help wondering who, or what appraises the customer of their need in the first place. In the life...

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