A series of workshops run by Aegon Scottish Equitable will look at the essential tools and ideas needed to help advisers develop their individual protection business.
The 'Back to Business' workshops aim to help advisers overcome barriers such as slowing of the property market, clients facing increased costs of living, high personal debt and a lack of disposable income. "Individual protection should be at the forefront of people's minds with increased living costs and higher debts," says Alun Beynon, head of sales for Individual Protection at Aegon. "Our Personal Liability Audit is a simple tool to support advisers. It can be used with their clients to help identify where money can be saved and help overcome any of the affordability issues. "We've ...
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