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The Protection Conversation – Re-Mortgage Clients

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

Online Event

iPipelineOver 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
Event Category:

Organiser

iPipeline
Phone
0345 408 4022
View Organiser Website

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Keep in mind that many events have limited places and are booked on a first-come, first-serve basis. Don’t delay, book early!

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This site is intended for the use by intermediaries only. For mortgages and other related services please visit our main site at: connectmortgages.co.uk
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.

Making a Complaint: It is our intention to provide you with a high level of customer service at all times. If there is an occasion when we do not meet these standards and you wish to register a complaint, please write to: Compliance Department; Connect IFA Ltd, 39 Station Lane, Hornchurch, RM12 6JL or call: 01708 676110. If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service www.financial-ombudsman.org.uk