How do you engage with clients to help them understand the value of income protection?
Advisors play a key role in raising the need for income protection with their clients to ensure their financial security.
Offering value-added services to suit your client's individual needs demonstrates a genuine interest in their overall well-being, not just their financial needs.
Income protection is designed to safeguard your client's income if they're unable to work. Yet, the conversation can be a tricky one to have.
The income protection conversation can be a tricky one to have