Protecting the mortgage
This webinar uncovers how you can protect your client’s mortgage with income protection, critical illness and life insurance at any age and key life moment.

From first time buyer and mortgage reviews through to equity release appointments, the mortgage continues to be a major financial touchpoint between a client and adviser. This offers an opportunity to position the client’s needs with protection, increasing the value of your ongoing relationship.

Learning objectives:

Consider the opportunity that a mortgage appointment offers to include all aspects of protection insurance
Understand how a simple approach and process can help you add value and develop a long term relationship
Identify areas of your process to change and improve your mortgage advice process to ensure your clients are protected
This is a live webinar (not recorded) and will last approximately 40 minutes. It is CII-accredited for structured CPD.