And while it’s vital that the cover you put in place for your clients is tailored to their needs, it’s just as important to make sure it keeps pace with their life and changing circumstances.
To help you with this, we’ve put together a quick list of things to consider when you’re setting up or reviewing your clients’ income protection:
It’s never too early for income protection to be taken out by your clients or their families. Starting a new job or business, or going self-employed are seen by consumers as key triggers for considering protection cover*. So they could be good reasons to get in touch with them either to review their income protection or even to suggest to them the time is right to consider this type of cover.
Our Menu Plan is flexible and can be adapted to suit your clients’ changing needs, so speak to us today about how we can help support your client protection conversations.
*Source: Royal London State of the Protection Nation Report 2019
Jennifer Gilchrist is Proposition Specialist for Royal London’s intermediary protection business. Having worked in the industry for over 30 years, she has a wealth of experience in marketing and developing protection products and is a frequent press commentator. Jennifer’s had many articles and comment pieces published in the trade press. Outside work, you’ll often find her pounding the Edinburgh streets at 6am on a misty morning. She’s also an avid tennis fan but that extends to watching rather than playing!