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Conference is a critical success

John Joseph Financial Services says its first IFA critical-illness sales and marketing conference was such a success it is organising a second event.

Managing director John Joseph says 44 IFAs attended the first conference recently and he intends to announce the date for a second critical-illness conference in his Money Marketing column next week.

Representatives from Best Doctors and the Special Risks Bureau attended the Bupa-sponsored event.

With 126 different types of critical-illness policies in the market and 43 providers, Joseph says the conferences are aimed at giving IFAs the confidence, skills and knowledge to go out and sell critical cover, as he believes few IFAs know how to mix and match products. This follows the move by providers not to offer training, with advice offered over the phone rather than in person, says Joseph.

He says: “What IFAs are missing out on now is the good quality training courses that used to be there and the chance to improve their skill sets, contacts and everything else. I have proven that, just by making one announcement in a column, I could have put 100 people in one room.”

Insurance Portfolio Consultancy director Brian Lentz says: “The level of interest shown and questions asked proves this type of event should be held on a national scale.”

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