Online CPD Event - The Cost of Dying Crisis

Cost of Dying Crisis

Synopsis

The cost of living in the UK is skyrocketing, mortgage rates and rent have shot up, whilst food, energy, fuel, and council tax bills are also increasing. It’s almost inevitable that when families look to tighten household expenditure, that protection policies come under the spotlight. So, while you may find yourself coming up against even more objections from clients when you discuss the cost of protection, then the current economic climate means that having a plan in place is even more essential than ever. If your client sadly died prematurely, became sick or had an injury how would they cope with having even more financial and emotional strains of not being able to work and at the same time trying to pay ever increasing prices in order to get by day-to-day?

Join Royal London to consider the implications of not having cover in place and a range of tools and ideas to help clients understand the importance of protecting their home, their family and their lifestyle

Shelley Clancy

Shelley has worked in financial services for over 25 years, starting her career in the Mortgage World and since 2008 in protection field Face to Face Sales. Originally with Bright Grey and Scottish Provident and latterly representing Royal London as Face to Face Sales Consultant in the West Midlands and Warwickshire area. Shelley joined the Business Development team in July 2017 as senior Business Development Manager in Protection.

Shelley therefore has an in depth knowledge of the mortgage and protection market and her strengths have been training and coaching advisers to recommend protection solutions to their clients and delivering this coaching in an easy to understand and simple way.

Learning objectives:

• Be able to describe some of the core factors driving the cost of living crisis and the risk this presents to financial services

• Understand how Royal London can help you demonstrate the importance of protection to new and existing clients who are concerned about the rising cost of living

• Have a better awareness of the value indexation can have on a clients income based policy