The secrets of protection success
Techniques for better outcomes. From advisers, for advisers
You now have access to our exclusive report and resources to help you become a top protection adviser.
Over the next 12 months we’ll be exploring our key findings from our research with advisers. Every insight is practical and actionable, and lifts the lid on how to navigate common barriers and challenges that get in the way of selling protection.
It’s all designed to support you with great client conversations to achieve better outcomes.
Watch the key findings of the research at a glance.
Your path to better outcomes
1. The report
Our exclusive report. An introduction into the key findings and takeaways of the research.
2. Repositioning protection
How to reposition and reframe protection as a key foundation of financial planning.
3. The pivotal moment
How the stories you tell make protection tangible and bring the benefits to life.
4. A best practice process
A tried-and-tested process for approaching the protection client conversation.
5. Passion for protection
How passion for protection is a fundamental element of the process.
6. Say it with confidence
Get confident in what you’re selling and unlock your ability to help your client.
More tools and resources
CPD academy
CII-accredited adviser protection training.
Research and insights
Expertise to help you and your business grow.
Adviser toolkit
Practical tools for your client conversations.
Tools and calculators
Personal and business protection calculators.
Sales aids
Supporting your client conversations.
Cost of living
Supporting you to support your clients.
About our research: In 2022, Legal & General conducted qualitative interviews with advisers with industry experience ranging from 2-20 years, and asked how they talked to their clients about protection products. The conversation was general to the sector and did not focus on specific providers.