FTRC research reveals 'adviser preferences'

When dealing with insurers

Adam Saville
clock
FTRC research reveals 'adviser preferences'

More helped needed for non-protection specialists and three key areas of friction outlined

Insurers should be integrating with practice management and cash flow planning tools used by wealth advisers, FTRC's research into adviser preferences has revealed. The study also highlights that life insurers need to do more to support advisers who are not protection specialists. These would include wealth advisers, financial planners and mortgage advisers. Friction The research also outlined three key areas of friction between insurers and advisers. Many insurers do not provide enough...

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.

Join now

 

Already a Cover member?

Login

More on PMI

Helen Dick Senior Manager Claims & Underwriting Strategy @ Scottish Widows
PMI

Industry Voice: The value of the added value.

Scottish Widows' Helen Dick discusses why we should rethink about the benefits of protection

Scottish Widows
clock 25 November 2021 • 3 min read
Neville Koopowitz, CEO of Vitality
PMI

Neville Koopowitz: What we really mean by 'Shared Value' health insurance

‘Our core purpose is more relevant now than ever before’

Vitality
clock 19 November 2021 • 4 min read
Women In Protection & Health Awards 2022: Full list of nominees revealed

Women In Protection & Health Awards 2022: Full list of nominees revealed

Championing Diversity & Inclusion

COVER
clock 16 November 2021 • 7 min read