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Did you know that according to the latest viewpoint from the Association of Mortgage Intermediaries, less than one in two advisers go back to existing clients to review their protection? Our tool is designed to help advisers revisit protection conversations with their clients by providing pre-written paragraphs for different client circumstances. Why not take a look! https://lnkd.in/ecsd3gG9

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Jason Ruse

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5mo

We recently had feedback from an adviser who decided to email 20 clients for a review using this tool. 11 clients replied saying they would like to have a call. A great way to engage with clients and ensure their protection needs are up to date.

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