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...
Two thirds feel robo-advice won’t meet their needs
On Tuesday 22 September
‘Read aloud’ function and 100 different languages
One in five with protection less worried
Includes income risk calculator and 'reasons why' follow-up