Zurich UK Life has produced a new guide to support advisers through the advice process for mortgage and family protection proposition.
The guide, A reliable route to protection sales, has been designed to help advisers identify new market opportunities and to help them raise awareness of the benefits of protection with their clients.
As well as hints and tips, advisers will also have online access to a number of tools to help them determine the appropriate level of cover for their individual clients’ needs as well as examples of how small changes in daily spending habits can help pay for cover.
The guide is the first in a series of three adviser toolkits, all designed to help advisers grow and develop their business. The second, due to be launched in the summer will focus on business protection and the third, due to be launched in the autumn will focus on IHT.
Peter Hamilton, protection management director said: “These toolkits illustrate our ongoing commitment to the protection market for the longer term – and to fully supporting advisers who do business with Zurich. They compliment the work we have done in the last 12 months to enhance our intelligent underwriting system to ensure ease of doing business.
