Our extensive research and analysis of the market has helped us to understand the issues experienced by advisers at the point of sale and has allowed us to develop some best practice ideas which are proven to deliver results.
We know you have the sales skills, but we have identified the key points in the sales process that will help increase your retention rates.
Click on the buttons to see our key recommendations.
PRODUCT KNOWLEDGE
As the UK's number one protection provider for the past 4 years running, we offer you a wide range of protection products to help meet the needs of the mortgage, family and business protection markets.
It is crucial to have detailed product knowledge and product information to hand during the sales process. Legal & General have product information resources which can support you in the sales process.
Mortgage protection plans
These plans are designed to provide money that could be used to help repay a mortgage if your client makes a valid claim.
Family protection plans
These plans are designed to provide money that could be used to help maintain your clients standard of living if your client were to make a valid claim.
For Adviser use:
Protection portfolios will provide you with comprehensive information on all our products in an accessible and easy to use format.
For use with clients:
Family protection, mortgage protection, inheritance tax support and more are all available through Sales Aids page.
