The tool feeds customers back to a conversation with a protection adviser, who can then offer tailored support for their individual circumstances.
All Protection Stories
Advisers can write plans under trust as part of the online application for business, relevant life, personal menu and now whole of life.
Mark Snape, CEO of Broker Conveyancing, discusses the expectation set by Consumer Duty rules that advisers can’t neglect the needs of their clients in other important areas,...
The mortgage intermediary platform has announced that it has expanded its protection offering by launching the partnership with insurtech firm, UnderwriteMe.
The division will be headed up by Donna Ambler.
Some brokers warned that borrowers with health issue could be prevented from getting on the property ladder.
The findings will help identify the opportunities, barriers and challenges from an intermediary perspective.
Mortgage brokers can now utilise a Just Wealth financial adviser to help clients with their protection needs.
Andy Walton, proposition director for protection at Mortgage Advice Bureau, explores the role that protection policies play in safeguarding customers’ finances.
57% of advisers have made changes to the way they approach protection as a result of Consumer Duty.
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