Zurich UK Life has launched a guide for IFAs advising on mortgage and family protection proposition in the first in a series of three adviser toolkits.
The guide ‘A reliable route to protection sales’ includes online access to tools to help advisers determine the appropriate level of cover for their clients and features examples of how small changes in daily spending habits can help pay for cover.
Peter Hamilton, protection management director at Zurich UK Life, says: “These toolkits illustrate our ongoing commitment to the protection market for the longer term – and to fully supporting advisers who do business with Zurich.
“We have launched this guide when mortgage advisers are looking for other business opportunities to boost their traditional lines.
“We believe that transparent and supportive processes to assist brokers not only benefits their clients but will also encourage them to consider writing new protection business.”
Zurich UK Life is launching its second toolkit in the summer which will focus on business protection.The third will be launched in autumn and will focus on inheritance tax.