World Menopause Day 2023 and income protection.
World Menopause Day 2023: Your income protection plan could give you the support that you need. World Menopause Day is coming back on October 18. This is a chance for people all over the world to give women who are going through menopause advice and support. 2023 was a turning point in how people talk […]
Alcohol Dependency & Life Insurance.
Life can be hard, and we all have our ways of coping and escaping. Sometimes when the escapism is better than real life – we want to stay in that state forever. This is when dependency can take hold and even the most strong-willed find it difficult to stop. That’s why we have partnered with Alcohol […]
Have customer perceptions of life insurance changed?
Even though the pandemic and the ongoing cost-of-living crisis have had a financial impact on many of us, the life insurance market is continuing to remain resilient. This is because consumers are changing the way they think about long-term financial protection. In the past, people may have thought of insurance as a luxury or something […]
Gamification: Levelling Up Patient Engagement.
Gamification and Healthcare: Levelling Up Patient Engagement In the world of healthcare, patient engagement is crucial for better health outcomes and overall satisfaction. However, traditional methods often struggle to capture and maintain individuals’ attention and motivation in the long run. That’s where gamification comes in. Gamification involves integrating game-like elements into non-game contexts to motivate and […]
Empowering First-Time Buyers.
Empowering First-Time Buyers: The Crucial Role of Life Insurance and the Value of an Insurance Broker As a Financial Adviser, you play a crucial role in guiding first-time buyers through the process of purchasing their dream home. However, it’s important not to overlook the significance of life insurance in this journey. Life insurance provides a […]
Empower Clients With Specialist Support
Tom is a dedicated protection adviser working for the Insurance Surgery, a renowned specialist insurance broker committed to delivering exceptional solutions to clients with medical conditions or who have previously been declined life insurance. Tom, understands the power of collaboration and knows that by joining forces with strategic IFA partners, both parties can mutually benefit […]
Write or Refer – Consumer Duty?
Write or refer – what does this mean for Consumer Duty? The dreaded Consumer Duty echo’s around the heads of all financial services businesses. It’s all hotting up as we rapidly approach the deadline of July 31st. Something that is very close to our heart at the Insurance Surgery, is the importance of either writing […]
UK Crackdown on Cold Calls
In recent years, unsolicited cold calls and mass texting have become a nuisance, causing frustration for people worldwide. Countless individuals receive numerous calls and messages daily, advertising products or services they may have no interest in. The issue has become so severe that governments worldwide have taken action to combat it. The UK government recently […]
Peer Review: Protection Distributors Group & Signposting Protection
The Protection Distributors Group has released a guide aimed at financial advisers who want to introduce their clients to specialist advisers for protection products. The guide focuses on introducing clients who have a need for protection and underlines the importance of trust in any long-term relationship. Protection Distributors Group suggests that advisers should be clear […]
Multiple Sclerosis – Case Study
Living with MS…you can get mortgage life insurance. In this case study, we will explore the different options for mortgage life insurance that are available to Debbie and provide recommendations based on her needs. Debbie’s life changed when she was diagnosed with multiple sclerosis in 2008. Since then, she has been dealing with the relapse […]