Signposting Protection
In this webinar we’ll be looking at the important role that protection plays for and families who take out mortgages.
Even if the adviser cannot provide protection advice themselves, we will explore why the need for a proper protection conversation needs to be signposted to a specialist protection adviser every time.
We’ll end the session with a reality check about protection risks that typical clients face as well as some examples of good customer outcomes following advice and recommendation.
Date
- Jun 16 2022
- Expired!
Time
- 11:00 am - 11:45 am
Location
Organizer
-
The Art of Finance
-
Phone
01325 952 542 -
Email
hello@theartoffinance.co.uk -
Website
https://theartoffinance.co.uk/home/
Reflections
How to find out if your stationery is compliant
This is a question we get asked a lot, especially from those on the journey to becoming directly authorised, or those who are [...]
Industry Insight
Putting the Consumer (Duty) at the heart of your business
No doubt you’ve seen all the Consumer Duty content floating around – it’s hard to miss that there has been a huge piece [...]
Industry Insight
Not enough people realise what opportunities lie in paraplanning
The paraplanning profession is less valued now than it was years ago as individuals fail to recognise the job opportunities in this sector, [...]
News
The Next Generation
Paraphrasing the words of Captain Kirk*, The Verve Group is literally going boldly where no man has gone before. Sort of. We are [...]
Industry Insight Press
Superheroes of Suitability
There is one element of a suitability report that often can make or break it, says Grant Callaghan, our Paraplanning Techspert. We all [...]
News
It’s all about the journey…
Sometimes it’s hard to know where to start on your qualifications journey – Do you start off easy with financial protection? Or jump [...]
Industry Insight Press Reflections
The S and G Factor
Alasdair Wilson, Investments Techspert at The Verve Group, considers the S in ESG – the social factor – and finds investing is not [...]
Group News
Awards In Absentia
It might be a cliché but that doesn’t make it any less true – Cathi can win an award in her sleep! This [...]