PROTECTION UPDATES

Puzzled by Assureweb and SolutionBuilder? This new LMS module will explain it all…

Find out why a client’s stage of life plays such an important part in the protection you recommend…

Join UnderwriteMe for Friday’s first ‘lunch & learn’ of 2021. Find out how to get fully underwritten premiums…

We launched our new Protection ‘lunch & learn’ programme just before Christmas last year. Following excellent feedback from the advisers who joined the session, we’re pleased to say we’ve teamed up with providers, sourcing systems, platforms and industry experts to create a new programme of weekly sessions for 2021.

Follow Paymentshield’s 8 week course to learn how to make the most out of GI opportunities.

We’ve added a new protection CPD course to LMS, ‘Why refer your clients for protection?’. This course explains the value of referring your clients to our protection specialist partner.

Learn how to save time with one simple application journey for multiple lives, insurers and products on UnderwriteMe’s Protection Platform…

We’ve released a new protection course on selling protection in the BTL market. If you have BTL clients but don’t talk to them about protection, this course will give you some excellent help and support…

We now have a pre-course protection training module on LMS. For those of you who have attended the course recently, feel free to review the module for CPD points.

Rather than send a long wordy email with reminders about our products, services and ways that we can help you and your customers in 2021 and beyond, please see attached your very own ‘Advent Calendar’ that you can use all year round, with details behind each topic ‘window’, on how we can help you and your customers in 2021 and beyond…