The cost-of-living crisis is starting to bite.
It’s time to focus on protection strategies that can support consumers through times of financial vulnerability, while boosting your business levels in a challenging market.
That’s where we come in. This year, we’ll be placing adviser experiences and consumer stories centre stage, to bring you practical tips and actionable insights from the advisers who are successfully protecting their consumers.
I need an introduction to protection
I need help with sales skills and objection-handling
I need a reliable referral partner
I need an introduction to income protection
I need an introduction to critical illness cover
I need help supporting my business owners and self-employed customers
I need support getting my customers’ plans into trust
I need help navigating the underwriting process
Whether you prefer to write or refer, here at SBG we're here to support you to source the right protection solutions for your customers. Discover more and get started below.
Written by SBG’s Head of Protection & GI Propositions, Emma Thomson, these guides are designed to help you overcome some of the most common protection challenges. If you’re a Sesame member, simply click the link below to login to your MySesame account and view the guides.
Everything you need to know about the factors you need to consider when it comes to making a protection recommendation for your customers.
Underwriters play a very important role in the protection writing process, and a better understanding of the questions they ask and the way they approach things could benefit you and your customers.
To help you talk about protection, we’ve created a simple guide to insurance products for you to share with your customers. While the content is the same, one version of the guide can be white-labelled with your logo and contact information, while the other is ready for you to start using straight away. If you’re a Sesame member, simply click the link below to login to your MySesame account and view the guides.
Insert your logo, contact information and regulatory statement and start sharing your very own customer guide to protection. And, because the content of this guide is pre-approved, you don’t need to share with Advertising for approval to get started!
This guide is ready to start using with your customers straight away. No need to insert anything – simply download it and start sharing today!
Your Sesame account manager is here to help you get started with protection. From navigating the products and providers available with your Sesame membership, to how you can embed protection into your firm’s processes, reach out to your account manager today to get the support you need.