IPAW 2024: Preparing advisers to excel

"You are not going to convert everybody"

Jaskeet Briah
clock • 4 min read

On day four of the Income Protection Action Week (IPAW) 2024, protection experts discussed business protection, managing difficult client conversations and how to ensure a smooth claims journey.

The first session covered the opportunities and challenges presented by income protection (IP) to protect businesses, with panellists including: Nathaniel Lee, managing director, Business Protected; Louise Newnham, adviser, SPF; and Chris Blyth, managing director, Protect365. When starting out with business protection, Lee said the best path to success for advisers is making sure to start with people they really know, such as their own accountant and making sure they understand positioning for business protection. Lee noted that there are some policies that are more appropriate throug...

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