DAVID TIDLEY OF PURE MORTGAGE & PROTECTION SOLUTIONS HIGHLIGHTS THE IMPORTANCE OF TAKING CARE OF YOUR CLIENTS WITH THIS RECENT EXPERIENCE:
“I have just received the telephone call that Richard Coulson talks about in the Protection Excellence courses. A married 36 year old female with a one year old daughter just diagnosed with breast cancer. Thankfully I put in place life, CIC and IP for her and her husband. The policies had only been in force for 6 months when they bought their home. It’s certainly focused my mind on those clients who don’t have it, and how I would have felt if this particular client had had no cover.”
Imagine taking that call from a client. What if your answer was ‘I’m sorry I can’t help you, you don’t have any protection.’
It’s not a conversation you want to have!
Make protection a priority when you see each and every client. Meet any objections with the facts about how they would cope financially if something were to happen. Employer sick pay and government benefits will only go so far – would they still be able to pay their mortgage if they were sick or were unable to work? Would they be able to pay their bills and live? What if they died?
PRIMIS host Protection Excellence events throughout the year that cover the importance of having these conversations with your clients and making sure they are protected and that you do a ‘proper job’!
If you’re interested in finding out how to protect more clients and, as a result, grow your business, speak to your RSD about attending the next Protection Excellence event!
Read on to find out how other brokers found this event useful…
“AFTER ATTENDING MY FIRST PROTECTION EXCELLENCE EVENT IN APRIL, I WENT ON TO COMPLETE £1001 WORTH OF PROTECTION IN APRIL AND OVER £700 IN MAY.” – PAM BROWN
“RICHARD COULSON’S PROTECTION EXCELLENCE COURSES ARE NOT TO
BE MISSED!” – PHIL CLARKSON
“WE HAVE GREATLY BENEFITED FROM ATTENDING THE PROTECTION EXCELLENCE EVENT, WHICH HAS DRAMATICALLY INCREASED OUR PROTECTION SALES.” – BARRY SOMERS
“I CAN’T GET OVER HOW GOOD THE PROTECTION EXCELLENCE EVENTS ARE, I WOULD HAVE PAID TO GO ON IT.” – ROGER PARRY
