Focusing on additional support services like Scottish Widows Care can demonstrate protection’s real value to clients. Talking about the tangible benefits available to policyholders in the here and now can add a whole new angle to protection.
Cura Financial Services grew their protection business by 16.5% over 18 months by using a positive, human approach to educate clients on the value of protection. Managing Director Kathryn Knowles shares her tips on how to have positive protection conversations in a case study.
The case study talks about the practical advice and emotional support that Scottish Widows Care may be able to offer clients.
For Kathryn’s insights on handling the protection conversation with care, view the case study from Scottish Widows.