New and improved toolkit for use with existing mortgage clients

Royal London have designed a toolkit specifically for your existing mortgage clients. So if your clients have said, ‘no’, or ‘not now’, to the protection conversation in the past, this toolkit should help revisit the need and remove their objections.

This is what Royal London have to say about their new sales aids:

In our recent research with AMI we found that only 36% of customers remember protection being mentioned by their adviser*.

So if your mortgage clients said ‘no’ to protection in the past, it might be worth checking in with them again to remind them of the risks they face without cover.

To make this easier for you, we’ve pulled together a toolkit tailored to this customer segment.

See what’s in the toolkit

Have that conversation again and find out for yourself how this toolkit can help grow your protection business.