Our recent survey of advisers’ requirements in the protection market showed a big demand for reasons why letters, model client approach letters and sales aids.
If you go to our Protection Zone you will find a lot there to help you build your business:
- Infographics on client life stages from just starting out, building a family, right through to retirement eg – here’s one focussing on the issues around grown up kids
- For each stage there are sales aids, adviser check lists and a series of key stats
- For CI marketing there’s an excellent client mailer and a choice of sample client letters Sample client letter 1 Sample client letter 2
There’s also some good case studies View Christian’s story View Greg’s story all designed to help you build this important market.
Part of what we are trying to do at Adviser Home is highlight where the best support can be found – we hope this helps.
For further support and your free supply of client mailers and DVDs, please speak to your Zurich consultant on 0500 546 546.