Royal London provide some of the clearest and most compelling protection marketing for clients. Their marketing portal allows your to re-brand their sales aids to suit you and drive clients towards your ideal world recommendations.
If you’re looking to effectively sell protection, its well worth ‘priming’ your customer: sending them these guides at the earliest opportunity so that later down the line you can discuss their ideal world recommendation in a way that feels carefully considered and ‘bespoke’ to their needs.
Click HERE for a guide on setting up the portal correctly.
Click HERE to access the marketing portal.
Click HERE if you need a copy of Create's logo for the marketing portal.
If you can gather the small amount of information required for the protection guides, I would highly recommend sending these to clients after Call 1 and specifically directing them to take a look in anticipation of you discussing their needs with you later.