Episode 9 – Critical Illness Cover Masterclass

Hi everyone, we are kicking off the New Year with a masterclass in advising in critical illness cover. Alan Knowles from Cura Financial Services is joining us to take us through some case studies of arranging critical illness cover for people with disclosures that can lead to exclusions and premium increases on critical illness cover. [...]

Episode 8 – Not Just the Money

Hi everyone, we are talking about value added benefits that often come with protection insurance policies. Be it access to remote GPs, second medical opinion services, mental health support or more, these extras can make an insurer really standout as a good place for your clients. In this episode we are looking at how value [...]

Episode 7 – The State of Mortgages

Hi everyone, we are talking about what is happening in the mortgage world right now, trying to make sense of things in this ever changing economy in the UK. If like me you are aware of mortgages and know advisers in this space, you might see lots of different messages on social media. Some say [...]

Episode 6 – High Net Worth

Hi everyone, we are back with Matt Rann and talking about high net worth protection insurance applications. We are talking about what makes a case considered to be high net worth and how advisers and underwriters might classify these differently. We are having a chat about joint life second death insurance, gift planning and what [...]

Inbetweenysode – AMI Protection Viewpoint

Hi everyone, we have our first ever second IBTS of the podcast in one season and with very good reason! We have just seen the launch of the AMI Protection Viewpoint report of 2022 and in this episode we have Senior Policy Adviser, Stacy Penn, with us to talk through the findings of this report. [...]

Episode 5 – Trusts

Hi everyone, we have Ruth Gilbert with us in the latest episode of the podcast and we are talking about Trusts. Trusts are a key part of a protection insurance recommendation and there’s a lot to know. There are different types, what do you do with the gifting of a terminal illness payout, how do [...]

Episode 4 – High Cholesterol

Hi everyone, we are back with Matt Rann talking about high cholesterol and how it can influence insurance applications. Last year the NHS shared that 6 out of 10 adults have high cholesterol and the scary thing is that many people are completely unaware of it.  High cholesterol often comes hand in hand with other [...]

Episode 3 – Consumer Duty

Hi everyone, we have Alain Desmier from Contact State with us in the latest practical protection podcast. Alain is sharing his insights into consumer consent, data and the thing we are hearing about a lot at the moment, the FCA Consumer Duty Principle. Alain takes us through his time working in lead generation and his [...]

Inbetweenysode – Employee Wellbeing

Hi everyone,  we have an inbetweenysode for you with Sue Clarkson, MD of Coach House Communications. She has been doing research for Legal & General’s Group Protection arm, to analyse how much small to medium enterprises are engaging, or want to engage, with employee wellbeing practices. We are talking about culture, storytelling and many other [...]

Episode 2 – Organ Donation

Hi everyone,  it feels great to be getting back into the swing of things with the podcast. The summer break was lovely and essential so that you didn’t hear the screaming banshee noises from my three kids in the background, but it’s nice to be getting back to normal. In our latest podcast Matt Rann [...]