Insights
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Practical Protection Podcast: Think Outside the Box
There are lots of ways to build protection recommendations, a lot of the time it’s straightforward, but sometimes getting creative is necessary. I would like to make sure I’m clear that being creative must still be compliance approved!
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Practical Protection Podcast: The Value of Lasting Powers of Attorney
The latest podcast is focused upon Lasting Powers of Attorney. I am not an expert in this area, but I am sharing what my personal experience was of having these in place for both of my parents, when tragedy struck.
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Direct-to-Consumer vs Advised Protection: Why Comparisons Matter
At CIExpert, advisers can compare intermediated protection plans alongside white-label and direct-to-consumer (D2C) versions. Some users question why we include this functionality. The answer is straightforward: many insurer white-label and D2C products differ from those available through advisers, and understanding those distinctions is essential.
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The Protection Gap: What the Latest Data Reveals
It's often said that protection insurance has "gone to the dogs". Looking at the data, that observation may be more literal than rhetorical.
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Practical Protection Podcast: Vulnerable Clients
This protection podcast episode explores vulnerable clients, covering common vulnerability types, how to build a register, and practical ways to support clients and colleagues.
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