IPAW 2022: Make IP conversations a 'seamless' part of the mortgage journey

Day Two of Income Protection Awareness Week

Hemma Visavadia
clock • 5 min read

On day two of the Income Protection Awareness Week (IPAW) 2022, Jo Miller, co-chair of the Income Protection Task Force (IPTF) spoke to protection and mortgage network experts about how mortgage advisers can better interact with protection.

The discussion focused on how advisers can make client conversations around protection, particularly income protection, more seamless and part of the journey when applying for a mortgage, rather than an afterthought. Andy Walton, protection proposition director at Mortgage Advice Bureau (MAB), spoke about the importance of making clients aware of all the associated risks when establishing a steady mortgage package with customers and the process of ensuring protection remains on the agenda. "It's all about positioning, we've found is so important for customers to know about protection ...

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