Hi everyone, it’s the start of Season 7 and we have an episode different to any other we have done so far. Setul Mehta is taking over as guest host and it is myself and Roy that are in the spotlight, being quizzed about our take on insurance advice and the way the industry is working.

We are talking about objection handling, decline conversations, vulnerable clients, stepping outside of comfort zones and more. 

The key takeaways:

• Building confidence in advising on protection insurance.
• Ways to change your communications to support people with protected characteristics.
• Our views on mandating protection insurance qualifications.

Next time we are going to be doing an episode upon family medical history and how this can influence protection insurance applications. Matt Rann will be back with me and if you have any specific conditions that you would like us to focus on, please get in touch by the 20 January and we will include it for you.

Remember, if you are listening to this as part of your work, you can claim a CPD certificate on our website, thanks to our sponsors Octo Members.

If you want to know more about how to arrange protection insurance, take a look at my 13 hour CPD Protection Insurance in Practice course here and 1 hour CPD Protection Competency Exam here.