For some partners, we provide a reliable, efficient and compliant out-sourced protection department for firms or advisors who choose to specialise in their field of advice (be it mortgages, general insurance or other financial services).
Examples of this would be:
- Providing protection advice for mortgage brokers who would prefer to focus solely on mortgages.
- Providing face to face protection advice for telephone based protection consultants who are office-based.
- Providing business protection and/or advice restricted personal protection products (income protection / personal sick pay / family income benefit etc.) to non-qualified or non-advised advisors.
- Providing key man (Key person) cover, personal sick pay or private health insurance products to clients of general insurance brokers.
- Providing advice on, and facilitating relevant life cover for clients of accountancy and tax specialist firms.
Partners we regularly work with:
- Mortgage Advisors
- Corporate & Commercial Lawyers
- General Insurance Brokers
- Loan / Finance Brokers
- Wealth Managers