A campaign designed to help advisers maximise sales during the mortgage drought has been launched by Bright Grey.
The protection arm of Royal London says the campaign will help advisers identify the protection needs of clients that fall into four categories: single, couple, family and divorced. It says its adviser guide, available both online and in print, shows a series of scenarios for each life stage to help advisers recommend the right product solution for each client. “By thinking about customers in different life stages advisers can get a clearer understanding of the protection needs of their clients,” says Roger Edwards, proposition director at Bright Grey. “Differentiating between life stage...
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