In this month’s special New Insurance & Protection episode of IFA Talk, Matt and Sue are diving into a topic that sits at the core of great financial planning; value in the protection space.
We hear the word ‘value’ all the time, but what does it actually mean? Is it just about price? Or is it about the true worth and benefits protection brings to clients? And with the growing advice gap, where fewer people are seeking financial advice or guidance, are they missing out on genuine value without even realising it?
Joining us this week to answer all of these questions is Shelley Read, Senior Technical Manager at Royal London. Shelley brings invaluable insights from Royal London’s latest ‘Meaning of Value’ report, which explores how both clients and advisers perceive value — and, crucially, how we can communicate it more effectively.
Shelley also discusses practical ways advisers can bring protection into the conversation and truly showcase its importance to clients.
You can listen to this episode on Spotify, Apple Podcasts and Amazon Music.
Shelley Read
Shelley Read has worked in financial services for over 25 years, starting her career in the Mortgage World and since 2008 in protection field face to face sales. Originally with Bright Grey and Scottish Provident and latterly representing Royal London as face to face sales consultant in the West Midlands and Warwickshire area. Shelley joined the Business Development team in July 2017 as senior Business Development Manager in Protection.
Disclaimer
IFA Talk is for financial professionals only. All material has been carefully checked for accuracy, but no responsibility can be accepted for inaccuracies. Wherever appropriate, independent research and whatever necessary legal advice should be sought before acting on any information contained in this podcast.
Value of investments and income from them go down as well as up, so you may not get back the amount you originally invested.
