Legal & General has launched a ‘Secrets of Protection Success’ report, designed to provide advisers with practical guidance on how to better engage clients in protection conversations.
The report was developed in collaboration with intermediaries who were interviewed about how advisers can help introduce protection into the financial conversation. It also marks the start of a new educational initiative for intermediaries which will be rolled out throughout 2023 which will offer a range of guides and resources for intermediaries to help achieve better outcomes for customers. The report flagged a range of challenges advisers may face when trying to speak about protection with clients, such as a lack of understanding, lack of time and customers finding the product comp...
To continue reading this article...
Join COVER for free
Signup and gain exclusive members-only insights
- Unlimited access to real-time news, key trend analysis and industry insights.
- Stay on top of the latest developments around health and wellbeing, diversity and inclusion and the cost of living crisis.
- Receive breaking news stories straight to your inbox in the daily newsletter.
- Members only access to monthly programme 'The COVER Review'
- Be the first to hear about our CPD accredited events and awards programmes.
