This new protection CPD course will help you decide if and when to refer your mortgage clients to our protection specialist partner, Umbrella Protect Ltd. Watch a brief introduction video from Umbrella Protect’s MD Anna Glod now.
The course includes a presentation from Umbrella, details of where to find the client-facing leaflet and an endorsement from a Connect adviser. This course should give you a greater understanding of the referral opportunities and arm you with the information to make them.
The presentation was recorded during a session that took place on 15/12/20. Completion of the course will give you 90 minutes’ CPD points.
By the end of the session you should:
• Have an awareness of the right questions to ask to help clients understand their protection risks
• Know where to find the referral form and client-facing leaflet to give to your clients
• Be able to explain to your clients why it’s important that they speak to a protection specialist
You may also want to watch this short testimonial video from one of Connect’s appointed representatives, Sean Bowling of SBL Financial Ltd, as he shares his experience of referring to Umbrella.