Protection conversations in the current climate
People are feeling uncertain and worried in different areas of their lives at the moment – recent events have taught us that our health and income can quickly disappear.
When we return to ‘normal’, the economy and the world of work might look quite different. But people will still need to protect their families and save for the future. This crisis may just reinforce this.
Why your advice matters now
The current situation is impacting people differently – we’re not all in the same boat when it comes to how we’re coping financially.
If your clients are looking for reassurance, now’s the time to show the value and quality of your advice.
From general support with their immediate money worries, to helping them take more control of their personal finances and protection needs, the way you respond now will define your relationships with clients in the future.
We know supporting you with these conversations is more important now than ever. That’s why we’ve created toolkits to keep your business on track.