Menu made simple
We love it when a Menu Plan comes together
Our new menu tool makes it easy to talk to clients about protection and demonstrate the value of your advice.
In a few simple steps it shows how your clients can get more cover for life’s uncertainties and more opportunities to claim with a Menu Plan.
Here’s what advisers like you had to say about the tool:
“The ability to show clients this information really assists with planting the seed and talking through different scenarios and the impact each one could have.”
“Great way to introduce Menu Plans to clients.”
“So few clients see the real advantage of having as many bases covered for a reasonable budget – something that opens their eyes to these options can only be a positive!”
Why not try it for yourself?
Help to sell more Menu Plans
For hints and tips on how to have successful menu conversations, visit our webpage where you’ll find webinars, podcasts and lots of other helpful content.
