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....
'This is a moment in history like no other'
‘Inconsistencies making it very difficult’
Advised vs non-advised?
Almost 1.2 million visits in a year