11 July 2019
•
Image:
Naomi Greatorex, managing director of Heath Protection Solutions
We sit down with the Protection Advice Woman of the Year to hear what she thinks mortgage advisers can be doing to protect more clients
Location: London Products you advise on: I advise on personal protection, business protection and private medical insurance (PMI). Typical client profile: I specialise in protection advice and receive referrals from professional services firms such as accountants and solicitors. Therefore I tend to see quite complex protection cases, typically larger cases, with clients generally being slightly older. How do you incorporate protection into mortgage conversations? Alongside running Heath...
To continue reading this article...
Join Cover
- Unlimited access to real-time news, key trend analysis and industry insights.
- Stay on top of the latest developments around Covid-19, regulation, diversity and mental health.
- Receive breaking news stories straight to your inbox in the daily newsletter.
- Exclusive access to our fortnightly Protection insight mini-podcast.
- Be the first to hear about our CPD accredited events and awards programmes.
