Our new Business protection risk report combines SME research with practical guidance to help you uncover protection needs hidden within your everyday client conversations.
Join Jasmine Astley (Business Development Manager, Scottish Widows), Roy Mcloughlin (Protection Distributors Group) and James Porter (Vista Insurance) as they talk through ways to turn these conversations into valuable advice opportunities in a clear, client-friendly way.
This webinar qualifies for 45 minutes of CPD and will cover how to:
- Recognise everyday client comments that may signal a Business protection need.
- Apply simple first-question techniques to open Business protection discussions in a clear, client-friendly way.
- Understand how professional connections, including accountants and solicitors, can help identify and support relevant client discussions.
- Use the Scottish Widows Business protection risk report and follow-up assets to support practical client conversations.
There will be an opportunity for you to ask questions directly to our speakers.
We look forward to welcoming you.
Our speakers
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Important information
Copyright © Scottish Widows
Registered in England and Wales No. 3196171. Registered office in the United Kingdom at 25 Gresham Street, London EC2V 7HN. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Financial Services Register number 181655.
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