‘Lunch & learn’ session – success with referrals from Umbrella Protect

If you’re not writing protection yourself and aren’t referring your clients to a protection specialist, you could be leaving yourself open to challenges in the future if your client has a life event and is unable to repay the mortgage loan you arranged.

Or you might be writing protection but find yourself too busy to do it every time.

Connect has a solution… We work with protection specialist firm, Umbrella Protect, and you can refer your clients to them for protection, general insurance and even PMI.

But does referring work? What is the client experience? Join Anna Glod as she shares with you some real-life case studies of clients referred by Connect advisers. When Umbrella are involved in the protection conversation their conversion rates are high, they build menu plans rather than just offering DTA and that means more commission for you, as well as fully-protected clients.

Maybe you’re someone who refers your cases to LifeQuote because you don’t have the time or resource for the admin?

Why not join this session and get a feel for the referral experience. When Anna and her team work with your clients, the average sum assured increases and you don’t have to do anything. This means you could earn the same commission, or more, than if you started the case yourself and handed off to LifeQuote.

The best part is that the client remains yours but you’ve handed over the liability for the advice to Umbrella Protect.  And you don’t even have to refer EVERY client, you can pick and choose based on case complexity or your own availability.

All things considered, it’s got to be worth an hour of your time to find out more?

Protection ‘lunch & learn’ – You bring your sandwiches; we’ll bring the lesson!

Please register at: https://attendee.gototraining.com/7v9g9/catalog/10742642321002496

After registering you’ll receive a confirmation email containing information about joining the training session.

Love Lunch & Learn? Q3’s catalogue will be launched soon – keep an eye out for the email!

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