PROTECTION UPDATES

Why is it so important to review your clients’ protection?

Protection has always been a product that needs advice, especially when it comes to comparing a client’s existing arrangement compared with what’s available to them today. Some of the factors to consider when reviewing existing protection plans: Has the client’s health changed? Have the family circumstances changed i.e., had children?  What smoker status are they

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The Exeter – New Income Protection Claims System

We are excited to announce a significant upgrade to our services that will greatly enhance the client’s experience with The Exeter. Our new Income Protection Claims System is designed to revolutionise the way we handle claims, streamlining the process, and delivering improved service efficiencies. Key Benefits of Our New Income Protection Claims System: Streamlined Claims

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Paymentshield Supporting Remortgage & Product Transfer Clients with their Insurance Needs

Supporting your remortgage and product transfer clients with their insurance needs We all know that generating good customer outcomes is wired into the way advisers think and operate. After all, a failure to possess this mentality would result in very low repeat business rates. However, when it comes to general insurance (GI) conversations, Paymentshield’s research

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Scottish Widows GP Reports – working together to get faster cover for your clients

We know that your clients need cover as quickly as possible. That’s why, here at Scottish Widows, we’ve streamlined the manual underwriting process when medical evidence is required. As a result, only 10% of applications* require a GP report and where they’re needed, the process to a decision is faster. Here’s how we’ve improved efficiency:

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