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I&P Podcast #3: Family Income Benefit – an under-advised protection product with Shelley Read, Royal London 

by | Apr 17, 2024

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This week we will be taking a look at a much under-advised protection product, Family Income Benefit (FIB).

Protection planning, can at times, almost become an afterthought to such things as investment or estate planning. Whereas, in reality, it fulfils an equally, if not more important role in a client’s financial plans. 

 
 

Shelley Read, Senior Protection Technical Manager at Royal London joins Jenny and Brandon to give our listeners all they need to know about FIB. As well as highlighting what types of clients could benefit from having conversations around this type of protection which should help advisers identify opportunities to help those most in need. 

Shelley has an impressive amount of knowledge and experience not only in the financial services industry but also in the Protection space especially. She really brings to life the facts and benefits of FIB. Dropping in some tips and key points to remember when it comes to these types of policies, especially when it relates to add-ons that may be important and often overlooked. 

Always a bonus, this is a great way to top up those mandatory 15 hours of protection CPD now required for advisers!

 

Check out the podcast HERE:
Click here to listen on Apple Podcasts

Click here to listen on Spotify

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