PROTECTION UPDATES

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…

Coronavirus and the furlough scheme has helped raise the public’s awareness of the need for Income Protection. To raise awareness further and to support your IP sales we have a number of new resources available to help you identify your client’s needs and help your clients understand the benefits and the need for Income Protection.

Meet Anna Glod, MD of Umbrella Protect, our new protection referral partner and find out why you should be referring your clients even if they’re BTL or commercial.