Five everyday items to help you sell protection

PROTECTION

clock

Roger Edwards, proposition director at Bright Grey & Scottish Provident, reveals how items lying around the house or office can be instant protection sales aids.

1 Newspapers Newspapers are instant sales aids. They are crammed with stories of people’s everyday lives and of accidents, illness and death. No-one wants to dwell on these issues but many of the stories will highlight the very real need for families to have some form of financial protection in place. While most people think it will never happen to them just picking up a newspaper should alert them to the fact that unfortunately it could. 2 Bank statement A bank statement perfectly records what the salary provides for each month. It provides clients with a snapshot of their financ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Adviser tips

Deputy Editor's View: Will technology truly bridge the advice gap?

Deputy Editor's View: Will technology truly bridge the advice gap?

The deputy editor's Friday Night Takeaway from 7 June

Jenna Brown
clock 07 June 2024 • 1 min read
Everything clients need to know about the 'Bank of Mum and Dad'

Everything clients need to know about the 'Bank of Mum and Dad'

Lawyer John E Jones explores the issues clients may face when acting as the 'Bank of Mum and Dad'...

John E Jones
clock 04 June 2024 • 4 min read
Tips for boosting financial inclusivity for neurodiverse clients

Tips for boosting financial inclusivity for neurodiverse clients

Treat each client as an individual

Sarah Hammond
clock 03 June 2024 • 4 min read