The massive protection gap is well documented and suggests that your practice almost certainly has potential for more protection business.
The summer period is always a good time to make plans and any plan starts with a few key questions:-
- Do all your clients have up to date protection plans for their family?
- Do all of your corporate or SME clients have adequate arrangements for co-director or partnership protection?
- Do you?....
As ever, execution is key – Life Quote are effectively a flexible protection wrap platform. They take all the hassle away and free you to concentrate on client work. And their Protection Business Growth Guide is well worth a read. It covers the help and support they will give you in their 4 stage plan for you
- Plan for Growth
- Design for Growth
- Implement for Growth
- Optimise for Growth
How to progress