The guide ‘A reliable route to protection sales’ has been designed to help advisers identify new market opportunities and to help them raise awareness of the benefits of protection with their clients.
As well as practical hints and tips, advisers will also have online access to a number of tools to help them determine the appropriate level of cover for their individual clients’ needs; as well as examples of how small changes in daily spending habits can help pay for cover.
The guide is the first in a series of three adviser toolkits, all designed to help advisers grow and develop their business. The second, due to be launched in the summer will focus on business protection and the third, due to be launched in the autumn will focus on IHT.
Commenting on the launch, Peter Hamilton, protection management director, said: “These toolkits illustrate our ongoing commitment to the protection market for the longer term - and to fully supporting advisers who do business with Zurich. They compliment the work we have done in the last 12 months to enhance our intelligent underwriting system to ensure ease of doing business.
“We have launched this guide when mortgage advisers are looking for other business opportunities to boost their traditional lines. We believe that transparent and supportive processes to assist intermediaries not only benefit their clients but will also encourage them to consider writing new protection business.”
