The PPP - Don't Forget Protection

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In his first episode as the solo host, Roy interviews Lee Robertson from Octo Members, covering wealth management, protection insurance, signposting and more.

Lee has built a platform that allows advisers, from many areas within the financial services sector, to join together to share their knowledge, a place to discuss best practices, generate respectful debate and practical tips for action.

The key takeaways:

Gift inter vivos and joint life second death policies can be an integral part of effective planning for inheritance tax.
Protection used to be the first building blocks of a financial plan, but it’s not seen to be as interesting as other parts of wealth management.
The need to challenge client’s mindsets of the financial needs for the whole household.

On the next podcast I will be back with Matt Rann and we will be chatting about cancer, especially bowel cancer. We will be chatting about early warning signs, potential treatments and what this can mean if you are trying to support someone to get protection insurance.

Remember, if you are listening to this as part of your work, you can claim a CPD certificate.

To listen to the podcast in full click here.

Categories: Practical Protection Podcast

Client Reviews

"Alan and his team were great! Alan helped get me cover where my own company could not (I work in financial services too!) Would highly recommend and will come back in the future."

"Krystle was fantastic throughout and managed to knock almost 50% off my current life insurance premium."

"Leanne couldn't have been more helpful and thoughtful with her questions and work on my enquiry."

"Kathryn and her colleagues were very helpful because of my recent illness."

"Nick was my advisor, Excellent knowledge of products and what I needed, not just pushing me into a sale/policy, will always refer to him in the future."

"I would like to say a very big thank you especially to Amy you really went above and beyond."

"Annaliese was absolutely fantastic, making us both feel at ease and helping us navigate issues that had caused us problems with previous attempts to obtain insurance."