In this special New Insurance and Protection episode of IFA Talk, Jenny and Brandon dig into the topic of Business Protection and why it’s something advisers shouldn’t overlook. In fact, it’s something that should be at the forefront of planning for businesses to have the right cover in place to protect both the company and its clients when the unexpected happens.
Joining them for this chat is Shelley Read, Senior Technical Manager at Royal London. Shelley’s back for her second appearance on the podcast and gives her experienced insights into why Business Protection should be a key part of financial planning and shares how providers can help advisers expand their offering, whether through practical tools or tailored support.
For advisers who may not have ventured into Business Protection yet, there are some great tips on how to get started, including the value of building professional contacts and how advisers can market Business Protection to their clients and make it a part of their overall planning process.
This episode is full of valuable tips on how to approach those important conversations with clients about Business Protection and offers great advice for advisers looking to add more depth to their services.
Hear the full conversation for yourself HERE
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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.
