We spoke with the principal of Taking Cover to talk niching, lead gen and Radio Woking
Location: Hampshire. Products you advise on: I advise on personal protection products and also support several mortgage brokers with their protection advice. Taking Cover is single tied to Vitality. Typical client profile: I do a lot of work with armed forces personnel. How do you incorporate protection into your client conversations? Well, firstly, you have to actually do it. My passion comes across. In a previous role, no one had asked the business centre receptionist if she was covered....
Gold, silver and gold ratings
The HAC, London
'Our past has been rife with some very poor intermediary practice'
At The HAC, London
'Client barriers are only half the battle'