Money Marketing Wired – Planning without Protection

WIRED15_003_MM_HOMEPAGE IMAGE_1920x1080 SeptUpdate

MM Wired: Thursday 24 September, 10am.

The protection market has a big problem – consumers and businesses think they do not need cover. But is the bigger issue the number of advisers who believe protection is not worth selling?

Topics to discuss:

  • Are advisers snobbish about selling protection? If so, how can these attitudes be turned around?
  • Can advisers carry out financial planning effectively without putting protection in place?
    Investment-linked protection is the bridge between investments and protection – but why is there so little take-up?
  • Introducing protection to business planning – what are the challenges and how could these be overcome? How can advisers better communicate the risks of going without cover to business owners?

Moderator:

Natalie Holt, Editor, Money Marketing

Panellists:

Gemma Harle, Managing Director, TenetLime
Ian McKenna, Director, Finance & Technology Research Centre
Dean Mason, Practice Principal, Masons Financial Planning
Scott Gallacher, Director, Rowley Turton
Tony Ormond, Corporate Business Consultant, Bright Grey

We are hosting our next Money Marketing Wired session on Thursday 8th October. To register your interest for this upcoming session, please click here.

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