Protection Basics Course
Protection Basics Course.
Build strong foundations and discover an alternative way to think about protection selling.
Learn to adopt a more holistic mindset, how to identify hidden opportunities, how to overcome objections and how to build trust and engage with your client.
Reduce the risk of lapses and learn to prioritise your protection recommendations more effectively.
- THE ROLE OF A PROTECTION ADVISER
- CHANGING THE NARRATIVE
- THE HOLISTIC MINDSET
- THE POSITIVE MINDSET
- HOW TO TALK PROTECTION
- EFFECTIVE PRIORITISATION
- CLIENT ENGAGEMENT 101
- OVERCOMING OBJECTIONS – THE OPPORTUNITY
- BESPOKE, TAILORED SOLUTIONS
- TRUSTS & BUILDING TRUST
At the end of this course, participants will be able to:
- Understand how to approach and prioritise protection recommendations.
- Have a solid understanding of their role as a Protection Adviser.
- Recognise the importance of Trusts and how to generate organic referrals.
- Adopt a holistic advice mindset focused on positive customer outcomes.
- Know how to talk about protection properly and engage with their client.
- Have proven techniques for overcoming objections.
Support when you need it.
Free Course Booklet
Live Course Support
Facebook Support Group
Results-driven Action Plan
Book your course today
Contact me today to reserve your place on one of our Scheduled Courses.