Insights
Helping you stay informed and ahead
Bringing together partner-created content in one place, so you can quickly find the insights and guidance most relevant to you.
LV= Business Protection: Back to basics
3 December | 10:30am-11:15am – In this webinar we’ll introduce the need for business protection and discuss why it’s so important to help businesses build the resilience to mitigate the financial damage done by the death of owners and key employees.
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Practical Protection Podcast – Life Milestones
Hi everybody, I am back to chat about the times in a person’s life when things like life insurance, critical illness cover and income protection, really stand out. It might just be a natural next step in our lives in terms of independence and a growing family, or it might be that something unexpected has […]
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Strategies for effective communication between paraplanners and advisers
Paraplanners play a central role in keeping protection cases clear, accurate and moving forward. When communication between paraplanners and advisers is weak, the impact shows up quickly in delays, avoidable rework, underwriting problems and files that are harder to stand over. But when both sides communicate clearly and work proactively, the whole advice process becomes […]
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How to build protection into a holistic advice process
Holistic financial advice is about looking at the bigger picture: where a client is today, where they want to be in the future and what could prevent them from getting there. A client might have a clear investment strategy, a well-funded pension and plans for their family’s future, but what happens if they’re unable to […]
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Fuel for Life: Bringing protection into remortgage conversations
In our latest issue of Fuel for Life, we explore the growing importance of including protection in remortgage conversations. With a significant number of mortgages set to come off fixed rates over the next 12-24 months, alongside ongoing macroeconomic uncertainty and fluctuating mortgage rates, the need for protection and professional advice has never been greater. […]
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CPD protection webinars from LV=
LV= offers a range of sessions that can help you with your protection business. Whether that’s brushing up on product knowledge, exploring skills and techniques or keeping updated with the industry.
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Practical Protection Podcast: GP Reports
Hi everybody, I am back with a chat about GP reports and the way they are used to support protection insurance applications. Insurers do try their best to avoid GP reports wherever possible, they are costly, delay the start of policies and the ability to offer terms after the report are actually quite low. They […]
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Practical Protection Podcast: THE Best Insurer
In this episode I have discussed the things that different insurers offer, that stand out to me. So this is my opinion, based upon my experience of when a client has explained their circumstances and I have gone ‘ooooh, Insurer X will be perfect’. I’m not going into underwriting or every single thing that makes an insurer unique, it’s just an overview of key parts of their products and services that make them a good choice for your client.
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Making protection personal to every client
In the same way your protection recommendations are unique to every client, your conversations shouldn’t be a one-size fits all either. Explore how to make protection conversations more personal, with insights from their Reaching Resilience research into different client types’ needs including first-time buyers, parents and the self-employed.
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Practical Protection Podcast – Underdisclosure
This episode focuses on underdisclosure in protection insurance. Also known as misrepresentation or non-disclosure, this is a situation that everyone wants to avoid. Underdisclosure might not change the terms of insurance, but, it can lead to prices or sum assureds changing, and in the worst case a policy being cancelled from inception.
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LV= Protection conversation starters
Turn insight into action with LV’s protection conversation starter guide. Drawing on findings from their Reaching Resilience research, find key prompts and questions you can bring into your client meetings to turn the conversation towards protection.
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CPD protection webinars from LV=
LV= offers a range of sessions that can help you with your protection business. Whether that’s brushing up on product knowledge, exploring skills and techniques or keeping updated with the industry.
Find out more →