View more on these topics

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.”

Recommended

Tories lead lobby for IFAs

The Conservatives are urging the Government not to forget the plight of IFAs in any review of the Financial Services Compensation Scheme levy structure.

Controlling forces

Mortgage distributors are striving to offer lenders more stringent tranche management as they compete for available funds. Lenders want control and are looking to networks and mortgage clubs to guarantee that.

Nobody expects the Spanish Inquisition

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 […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment