Naomi Greatorex of Heath Protection Solutions tells how she brings up protection with mortgage clients
I find talking to my clients about the importance of protecting themselves hugely rewarding. I walk away from my meeting feeling like my clients have had access to the advice they need on a wide range of protection options. Having worked on the corporate side of the protection industry for many years, by training mortgage advisers on how to talk about the value of insurance to their clients I feel that I am now putting my specialist understanding into action. I work closely with a number of busy...
Two thirds feel robo-advice won’t meet their needs
An estimated £2.75bn
‘Simpler, better and easier’
On Tuesday 22 September
‘Read aloud’ function and 100 different languages