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These events are arranged by Connect and it’s associates and aimed at Mortgage Intermediaries.

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The Protection Conversation – Re-Mortgage Clients

3 August, 2022 @ 3:00 pm - 4:00 pm

Online Event

Over the summer holidays, we’ll be hosting a variety of CPD webinars to expand your protection knowledge and to help you deliver the best protection conversations.

CPD Learning Objective: To understand how to successfully have Protection conversations with Re-Mortgage Clients and how SolutionBuilder can support this journey.

Agenda as follows:

  • Case Study
  • IDD & Risk Analysis
  • FactFind & Affordability
  • Protection Sourcing
  • Traditional Solution
  • Think Outside the Box
  • Suitability & Recommendation
  • Outcome

Click the links below to register! Can’t make a webinar? Don’t worry, still register and we’ll send you the recording.

Details

Date:
3 August, 2022
Time:
3:00 pm - 4:00 pm

Organiser

iPipeline
Phone
0345 408 4022
View Organiser Website
Keep in mind that many events have limited places and are booked on a first-come, first-serve basis. Don’t delay, book early!