Webinar for Exeter PFS members - Value of Added benefits - Scottish Widows Care Protection CPD

As protection providers we all have some form of benefit attached to a policy. But turn this around to help you overcome objectives and close the sale. If we use Car Insurance as a great example as consumers we all check our annual renewal via a comparison site and in the main all tick for ‘legal services’ or ‘no claims protection’ but we are happy to pay for such additional benefits.

Upsell the benefits attached to your Protection Policy whereby there is no additional charge. Use examples to demonstrate how this can help your client and their immediate family. Mr Client you have a back exclusion on your policy but you can still use the services of Scottish Widows Care.

Mental Health is big talking point currently with Covid-19. Scottish Widows can provide you with specialist nurses who can assist you. Nurses must have a minimum of ten years training whether NHS or private sector to work within Scottish Widows Care.

Webinar via Teams. A link will be issued the day before the session by Theresa Atal.

Understand what Scottish Widows Care is and how it can help your clients.

Learn about SWC services and how these can help your clients with a wide range of emotional, practical and medical needs.

The benefits will assist your client and their families, as in children, legally adopted and step children.

Making a real difference to your clients life – case study will be supplied.

Touch on Claims Promise and the importance of discussing claim statistics to a client.

Lisa Aggett joined Financial Services back in 1990 via Midland Bank and throughout her career and in the main always supported the Intermediary Market whether via the Banking Corporations or Product Providers.

Lisa has only worked within two IFA practices during her working life but clearly understands the challenges you face and overcoming the objections you receive from Mr and Mrs Consumer. Lisa is very much computer says no but let’s investigate for the solution.

Lisa has a great passion for Protection and believes that everyone should have some form of Protection and will help you overcome those barriers that we hear every day. Lisa has worked with Scottish Widows now for two years on the Protection Team and 2021 moved over to the Holistic division to assist Intermediaries increase your income streams whether Protection, Individual or Business, Retirement Planning Individual and Workplace together with Annuities.

Lisa has already has a philosophy to work with a firm whereby she has the passion and confidence that Lisa could sell the product herself and basis that assumption ‘could I sell this to my mum?’