(PFS) Turning Intention into Behaviour : Protection Conversations in 2023

All other things being equal, most people would rather have protection than not. The challenge for advisers and providers alike is how we turn those good intentions in realised behaviours. In this session we will explore the tools we can use, and the conversations we can have that will truly allow clients to make educated decisions about how they make building financial resilience through the use of protection products the norm rather than the exception.

Our learning objectives for this session include :-

• Embedding the need for protection as early in the advice process as is possible.
• Protection advocacy and helping the family keep the promises it has made to itself.
• Demonstrating day one value to your client and helping ensure that cover is still in place when they really need it.
• Setting customer expectations in order to facilitate the best possible outcomes.

Please note, the provider for this session uses the GoToWebinar system, therefore we do require you register via our website AND the GoToWebinar system when registering; https://attendee.gotowebinar.com/register/8721861021926208093