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PMS and Sesame pledge support for advisers to tackle protection and insurance sales

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  • 15/05/2018
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PMS and Sesame pledge support for advisers to tackle protection and insurance sales
PMS Mortgage Club and Sesame Network are running a campaign to encourage advisers across the industry to talk to clients about insurance and protection.

 

The two distribution brands are asking advisers to commit to quoting protecting and insurance to every customer during the ‘Rewire Routines’ campaign period from June 4 to June 24.

The charter is open to all advisers and anyone that signs up will be provided with access to a dedicated hub with resources and support materials, along with £5 donated to the British Heart Foundation.

Advisers will be able to attend drop-in clinics with protection and general insurance providers to help resolve any recurring issues, along with tips on how to write protection business more efficiently.

There will also be daily webinars hosted by leading product providers, to support advisers through the 21-day campaign with tips and training techniques.

 

Under-insured

Mark Graves, managing director at Sesame and PMS (pictured), said: “At a time when millions of people in the UK remain under-insured, or have no financial protection at all, we believe that advisers can play a pivotal role in bridging the UK’s yawning protection gap.

“We want the industry to join PMS and Sesame’s mission to address this society problem and make a real difference to people’s financial wellbeing.

“The charter aims to turn advisers’ feelings and intentions into reality by creating good habits, which ensure that protection is at the heart of every client conversation.”

He added: “There are a variety of reasons why some advisers struggle with consistently providing protection advice, such as the underwriting process, time constraints and not wanting to overload the client with information.

“While valid arguments, we believe it ultimately comes down to our advising habits.”

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