We speak with Krystle, senior specialist insurance adviser, to hear why she thinks factfinding, listening and communication are key actions for protection advisers
Location: Yorkshire, UK Products you advise on: Life insurance, critical illness and income protection. Typical client profile: 'Quirky' lives. Those with a pre-existing health conditions, hazardous occupations/dangerous hobbies or travel plans who may have been declined cover. How do you incorporate protection into your client conversations? My role as a protection adviser involves me discussing protection in every conversation. I never know in what direction the conversation may go, every...
69 Accredited firms
Advisers in the network will now be able to refer clients struggling to get the right cover to specialist advisers
Supported by PFS, PIMFA and Penney
Connecting the dots