Resources Dynamic Planner Factsheet Gallery

Protection summary

This module will help customers understand why they need protection and how protection fits with other assets and income streams.

Contents

You can build an holistic picture of a customer’s protection requirements in four stages:

Fact finding Financial planning
  • Identify dependants
  • Analyse current arrangements
  • Incorporate non-protection related assets (property, extra income etc.) if required
  • Set multiple goals
  • Gap analysis for customer (and partner) for:
    • Loss of life
    • Loss of income
    • Critical illness
  • Include future expenses in forecasting
Formulating advice Reporting
  • Recommend type and level of cover
  • Provide indicative quotation
  • Produce a customer report with graphics and the ability to edit content

Benefits

In 2011, our lprotection tools were star rated by F&TRC.

Advisory businesses

We can help you deliver compliant protection advice that takes into account the client’s needs, their dependants, existing assets and income.

Our reports provide you with quality graphics, a risk profile and scenario planning results to ensure your client understands the importance of effective financial planning – giving you the opportunity to ensure they are well funded and protected.

Providers & Platforms

We can help you deliver compliant protection planning tools and advice that takes into account the client’s needs, dependants, existing assets and income. It is suitable for integration into call centres too.

Our reports provide you and your advisers with quality graphics, a risk profile and scenario planning results to ensure the end customer understands the importance of effective planning – giving you the opportunity to ensure they are well funded and protected.

Please contact us, to find out how we can enrich your customer relationships.