These events are arranged by Connect and it’s associates and aimed at Mortgage Intermediaries.
- This event has passed.
The Protection Conversation – Re-Mortgage Clients
3 August, 2022 @ 3:00 pm - 4:00 pm
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
Click the links below to register! Can’t make a webinar? Don’t worry, still register and we’ll send you the recording.