Webinar for Exeter PFS members - Underwrite Me-Scottish Widows Protection CPD

An insight into Underwrite Me and why we made the decision to be on board.

Benefits of Underwrite Me to you and your business. Potentially one application form and underwriting questions that will be delivered to multiple providers and compare decisions and prices in turn a faster decision with real time to purchase and be on cover. Will this give you more efficient pipeline process and free your time to see more clients and write more business?

Can the tool help in IDD – due diligence to ensure best terms for your client.

Some items to note Underwrite Me is only available for personal protection and not business protection. Likewise Family Income benefit only covers Life Cover only.

Webinar via Teams. A link will be issued the day before the session by Theresa Atal.

Understanding – To help you advisers gain an understanding on Underwrite Me

Improve – Improve your understanding of how Underwrite Me can transform your sales process

Identify – To help you, advisers identify the key benefits of the Underwrite Me comparison service

Share – To share with you, advisers why we Scottish Widows have decided to launch onto Underwrite Me

Delivering the best outcomes for your client, what happens if the provider delivers loaded terms what is your due diligence could Underwrite Me help?

Lisa Aggett joined Financial Services back in 1990 via Midland Bank and throughout her career and in the main always supported the Intermediary Market whether via the Banking Corporations or Product Providers.

Lisa has only worked within two IFA practices during her working life but clearly understands the challenges you face and overcoming the objections you receive from Mr and Mrs Consumer. Lisa is very much computer says no but let’s investigate for the solution.

Lisa has a great passion for Protection and believes that everyone should have some form of Protection and will help you overcome those barriers that we hear every day. Lisa has worked with Scottish Widows now for two years on the Protection Team and 2021 moved over to the Holistic division to assist Intermediaries increase your income streams whether Protection, Individual or Business, Retirement Planning Individual and Workplace together with Annuities.

Lisa has already has a philosophy to work with a firm whereby she has the passion and confidence that Lisa could sell the product herself and basis that assumption ‘could I sell this to my mum?’

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