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Axa kicks-off protection sales aid series

Axa has released a little blue book of sales aids to help advisers promote protection throughout 2009.

The book, the first in Axa’ series of sales aids to help advisers, presents clients with a collection of images to highlight how much money is being spent on luxuries over a one month period.

The book then enables the adviser to compare the money spent on extras, such as coffee, against a client’s protection costs.

Axa director of marketing Iain Mallon says: “Due to the recent economic environment, advisers are telling us they’re shifting some of their focus to selling more protection. Our aim is to provide advisers with as much support as possible to help them sell more protection business and the little blue book is just one of the ways we’ll be doing that during 2009.”


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Paul Fidell, Head of Business Development (Investments), writes about one of the primary challenges for those involved in estate planning. He looks at dealing with investment uncertainty in these low growth, low inflation but still volatile investment conditions. Protection of capital, to leave something for beneficiaries, is a fundamental objective of many people’s plans for […]


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