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Must-have protection tools to help you engage and retain clients, with Protection Guru

23 March, 2021 @ 12:00 pm - 1:00 pm

Platform:

GoTo Webinar

Content:

In an environment where people are feeling financially vulnerable like never before, protection products and product features can seem complex and it can be difficult for clients to appreciate the value they provide. In this webinar the industry experts from Protection Guru and LV= will bring you up to speed on the great tools available to help you engage and retain protection clients, and demonstrate the value of the advice you provide. At the end of the webinar you will take away a practical set of next steps to engage clients with meaningful and productive protection conversations. You will be able to ask questions throughout the webinar and you will receive 45 CPD minutes.

 

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Details

Date:
23 March, 2021
Time:
12:00 pm - 1:00 pm
Event Category:
Website:
https://bit.ly/3r91CrX

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Connect for Intermediaries is a trading style of Connect IFA Ltd which is authorised and regulated by the Financial Conduct Authority and is entered on the Financial Services Register under reference 441505. The FCA do not regulate all products we offer. Privacy Policy

Commission disclosure: We are a credit broker and not a lender. We have access to an extensive range of lenders. Once we have assessed your needs, we will recommend a lender(s) that provides suitable products to meet your personal circumstances and requirements, though you are not obliged to take our advice or recommendation. Whichever lender we introduce you to, we will typically receive commission from them after completion of the transaction. The amount of commission we receive will normally be a fixed percentage of the amount you borrow from the lender. Commission paid to us may vary in amount depending on the lender and product. The lenders we work with pay commission at different rates. However, the amount of commission that we receive from a lender does not have an effect on the amount that you pay to that lender under your credit agreement.

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