Cirencester Friendly are carrying out a customer satisfaction survey with The Institute of Customer Service. They would really appreciate your feedback on this survey so that they can understand where they are doing well and where they need to improve. The survey takes 5-10 minutes to complete. All survey responses are completely confidential so [...]
When your clients get active, they can get the Apple Watch deal. Until 31 December 2020, when your clients join Vitality on a qualifying plan and pay from £37 upfront, they could pay nothing more for an Apple Watch Series 6 or Apple Watch SE when they get active and track their activity with Vitality. [...]
In an ideal world, a critical illness plan would provide a payout whenever the client suffers from an injury or illness that has a significant impact on their life. The name of the condition in this case would be inconsequential with a successful claim being based on the impact of the condition. Clearly the [...]
With nearly ten million jobs being put on furlough and almost three million claims being made under the Self-Employment Income Support Scheme1 during the coronavirus pandemic, awareness of how unexpected events can wipe out our income has arguably never been higher. But what happens when the support ends? With so many people turning to [...]
Welcome to this week's Protection Update. Please take the time to read through the update as there may be some information that is important to you. Included in this week's update: Legal and General make underwriting improvements to their income protection limits; IPipeline offer more information on their updated Product Features Report; Vitality provide new [...]
We have improved our automatic underwriting limits for income protection, so at certain benefit levels, you can avoid the need for additional medical information and get more of your clients on risk sooner. We have improved the limits across all age categories removing the needs for TMIs and NSE exams for some benefits. This [...]
SELF-EMPLOYED PROTECTION CONSIDERATIONS In an uncertain economic outlook, we consider the protection needs for self-employed people – and the possible implications of the delayed IR35 reforms. Find out more
Hi everyone, this week I am chatting to Simoney Kyriakou from Financial Adviser. Simoney is on a mission to clear up rogue lead generation firms. From the start we are clear on this, not all lead generation firms are iffy, there are many out there that are completely reputable. As with anything in life [...]
You can now register for our next protection webinar - Tools and support to help your advice hit the target. We'll take you through the tools and support available to help with protection sales, provide an in-depth overview of the tools, and discuss how they can help you to market your business and successfully engage with both [...]
PRODUCT FEATURES REPORT NEW USABILITY ENHANCEMENTS NOW LIVE! Following feedback, we've enhanced the product features comparison service within SolutionBuilder. WHAT'S CHANGED? Within the Select Product Features screen, you can now quickly and easily find the information you need by clicking on a link beneath each feature heading. This opens a pop up box containing a [...]
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