MCAB | Adviser Coaching

Scheduled Courses

Matt Chapman’s
IP Masterclass

Matt Chapman’s
IP Masterclass.

Overview

Learn how to sell Income Protection in a fun and engaging way.

Discover how Income Protection offers your client long-term financial resilience.

Learn techniques proven to increase Income Protection sales conversion.

Find out how to cross-sell Income Protection to an existing client bank.

Understand the role of Family Income Benefit when protecting income.

Course Modules
  • THE PURPOSE OF THE COURSE
  • WHY INCOME PROTECTION?
  • IP VS. CRITICAL ILLNESS
  • KEY ADVANTAGES OF IP
  • MAKING IP MORE RELATABLE
  • COMMON OBJECTIONS & APPROPRIATE REPONSES
  • THE ROLE OF FAMILY INCOME BENEFIT
  • THE OPPORTUNITY
Learning Outcomes

At the end of this course, participants will be able to:

  • Explain the importance of protecting client income sources.
  • Confidently explain Income Protection to clients using relatable examples.
  • Understand why IP offers a better solution than CIC for most clients.
  • Overcome the most common objections to Income Protection solutions.
  • Identify the opportunity and the commercial benefit of clients with protected incomes. 
income-protection-masterclass

Support when you need it.

Our courses include additional features to help you get the most out of your coaching sessions.

Free Course Booklet

Free accompanying booklet with each course to support your learning.

Live Course Support

Live Q&A session and technical support at the end of every course.

Facebook Support Group

Access to an exclusive Facebook support group. Get help 24/7.

Results-driven Action Plan

Each course comes with a handy guide to help you get results.

Book your course today

Contact me today to reserve your place on one of our Scheduled Courses.