The PPP ‘Protecting Your Mortgage'

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Home » Guides & News » The PPP ‘Protecting Your Mortgage’

In this episode Andrew Montlake is joining The PPP to chat with hosts Kathryn Knowles and Roy McLoughlin about mortgages. Specifically the need to discuss protection insurance, when a mortgage is being arranged. Andrew is also Chairman of the Association of Mortgage Intermediaries (AMI) and brings a very open mind over how mortgages and protection should mix.

Other areas of focus will be how the current explanation and marketing of protection products isn’t always the easiest for people to understand outside of this area, and how Rishi Sunak’s furlough scheme is akin to income protection and how we can use this as a positive example to explain the product.

The key takeaways:

Statistics over how many clients believe that their mortgage broker has mentioned protection insurance.
Some tips on when to bring the protection discussion into your advice process.
The importance of signposting clients to protection advisers, if you are unable to spare time to do it yourself.

Next time, Matt Rann will be back hosting alongside Kathryn and they will be chatting about the latest underwriting risk, and what you can do to understand it and help your clients more.

Remember, if you are listening to this as part of your work, you can claim a CPD certificate.

To listen to the podcast in full click here.

Categories: Practical Protection Podcast

Client Reviews

"Alan and his team were great! Alan helped get me cover where my own company could not (I work in financial services too!) Would highly recommend and will come back in the future."

"Krystle was fantastic throughout and managed to knock almost 50% off my current life insurance premium."

"Leanne couldn't have been more helpful and thoughtful with her questions and work on my enquiry."

"Kathryn and her colleagues were very helpful because of my recent illness."

"Nick was my advisor, Excellent knowledge of products and what I needed, not just pushing me into a sale/policy, will always refer to him in the future."

"I would like to say a very big thank you especially to Amy you really went above and beyond."

"Annaliese was absolutely fantastic, making us both feel at ease and helping us navigate issues that had caused us problems with previous attempts to obtain insurance."