Making the most of the remortgage opportunity: Protection

Presented by

Hazel Johnson, Market Development Manager, Legal & General

About this talk

The Mortgage review is a great opportunity to review a client’s needs and continue to build a long term relationship. There is intense activity in the re-mortgage and product transfer markets so it is important that, as your client’s advisers, mortgage & protection specialists, you are able to demonstrate to customers the added value that you provide. This involves ensuring they’re fully aware of the importance of protection at review time especially when they may have had a change in personal or financial circumstances since their previous review. Let's ensure they are fully protected. This session looks at the opportunity the review gives you, the importance of a positive mindset and promoting the value of your services. We provide a useful checklist to help ensure you and you clients are aware of the need and have a clear, practiced process in place to help customers to choose you to help them protect what’s most important to them. The areas covered and learning objectives are 1. Consider the opportunity available to you from your clients Mortgage reviews and the need for them to include all aspects of protection 2. Understand a simple approach to help you build on the mortgages you arrange for your clients leading to a long term relationship 3. Identify how you can develop your Mortgage review advice process to ensure your clients are protected. It is CII accredited for structured CPD.

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