Protection decisions start with better conversations
By Kerfuffle Editorial ·
Mortgage advisers and networks can help clients understand financial vulnerability and make more informed decisions about protection.
Protection can be a difficult subject to navigate, especially when a client’s circumstances leave them financially vulnerable. Clear information can help them make decisions with a better understanding of their options.
Mortgage advisers and their networks have a role to play in those conversations. For your branch, the practical step is to signpost clients to informed mortgage advice when protection questions come up.
Read the full story at Estate Agent Today.