These events are arranged by Connect and it’s associates and aimed at Mortgage Intermediaries.
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Taking care of business – helping you to engage with your business protection clients
1 July, 2021 @ 11:30 am - 12:30 pm
Whether you’re new to business protection or you’re returning to this area of cover after a short break you’d be forgiven for wondering where to start. For many, a common barrier to talking about this type of protection is thinking ‘where do I find these type of clients’. Well, the best place could be with your own existing clients.
In this CPD qualifying webinar, we’ll give you some ideas and tips on how to engage with your business owning clients and how to highlight the risks to their business as well as discussing all the possible solutions to ensure their business is adequately protected.
Learning objectives –
• How to engage effectively with your business owning clients.
• How to help your business owning clients to identify their people risks and recommend the appropriate solutions.
• Understand how to set up business protection policies.