Insurance and protection as part of financial planning can often be overlooked or treated as an afterthought when in reality it should form part of the cornerstone of financial planning for many clients.
So, on this week’s podcast Jenny and Brandon focus on insurance and protection, and in particular policy ownership with their guest Gregor Sked, Senior Protection Technical Manager at Royal London.
Gregor gives us his expert opinion on the benefits of setting up protection policies in a variety of different ways and explores some of the key terms used when arranging protection policies. After that, he delves into the world of trust arrangements and the role they play in arranging protection.
More importantly, he gives all the advisers and paraplanners out there the information they need to get protection right for their clients first time and avoid falling foul of the nuances of these kinds of policies.
Gregor provides valuable insight and knowledge with his many years of expertise in the industry, so be sure to listen in and start putting protection in the spotlight for your clients.
Hear the full conversation below…
Click here to listen on Apple Podcasts
