LV= has created a Marketing Toolkit to help financial advisers revisit their existing clients.
It focuses on the cover offered by Mortgage & Lifestyle Protection, a product designed to address the issues associated with traditional Mortgage Payment Protection Insurance (MPPI). The new toolkit includes a step by step adviser guide on how to market to clients and use LV= materials. LV= has also produced a brochure and a range of letters and emails advisers can send to their clients. Chris McFarlane, head of protection at LV=, believes there are a number of reasons for advisers to revisit clients, such as ensuring clients' protection needs have been met, providing an ongoing quali...
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