Mortgage brokers and estate agents adopt iPipeline protection model

Adam Saville
clock • 2 min read

SolutionBuilder integrated to help accelerate the selling of protection alongside mortgages

Knight Frank, Just Mortgages (the financial advisory wing of Spicerhaart), Alexander Hall, Andrew and John Charcol have introduced iPipeline's SolutionBuilder to their advisers to offer protection as part of the mortgage sourcing process. The model helps demonstrate a client's risk and affordability, ensuring they better understand their need for life, critical illness and income protection. SolutionBuilder is designed to help advisers map budget, costs and benefits to their clients as well as review a mix of multi-benefit and single-benefit solutions. "Whether an adviser is a dedicat...

To continue reading this article...

Join COVER for free

  • Unlimited access to real-time news, key trend analysis and industry insights.
  • Stay on top of the latest developments around health and wellbeing, diversity and inclusion and the cost of living crisis.
  • Receive breaking news stories straight to your inbox in the daily newsletter.
  • Members only access to monthly programme 'The COVER Review'
  • Be the first to hear about our CPD accredited events and awards programmes.

Join now

 

Already a Cover member?

Login

More on Adviser / Broking

Signing off 2024

Signing off 2024

See you in 2025

Cameron Roberts
clock 23 December 2024 • 2 min read
The COVER Review: Looking back on 2024

The COVER Review: Looking back on 2024

Top trends from the year

COVER
clock 23 December 2024 • 1 min read
Demand for protection and health to rise in 2025: The Exeter

Demand for protection and health to rise in 2025: The Exeter

Survey from The Exeter

Cameron Roberts
clock 20 December 2024 • 2 min read