Scottish Provident has launched an online tool kit, giving advisers the information to quickly and effectively pinpoint the relevant protection requirements for their clients.
Life Matrix comes with a variety of tools including marketing advice, statistics and anecdotes to encourage the need for protection. It also classifies customers into target sectors today by differentiating age and relationship status. Non-branded letter templates are also provided on key themes such as Unemployment Benefit and Critical Illness Cover, which can be tailored to new and existing clients. Susan Barclay, head of marketing at Scottish Provident said: “The traditional family scenario no longer exists, and as such the level and type of protection they require has also beco...
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