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This protection CPD course will help you decide if and when to refer your mortgage clients to our protection specialist partner, Umbrella Protect Ltd, as well as showing you how a protection specialist approaches a client meeting.
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. You’ll also find a lesson detailing a real case study, which demonstrates how an expert goes about building a protection menu plan.
This course should give you a greater understanding of the referral opportunities and arm you with the information to make them.
