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 ...

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 Income Protection

Interactive video: Addressing client income protection concerns

Interactive video: Addressing client income protection concerns

How do you engage with clients to help them understand the value of income protection?

Scottish Widows
clock 14 March 2025 • 1 min read
IPTF names 7Advisers cohort for 2025

IPTF names 7Advisers cohort for 2025

Third round of campaign

Jaskeet Briah
clock 13 March 2025 • 1 min read
Interactive video: How does income protection fit in with your clients' retirement journey?

Interactive video: How does income protection fit in with your clients' retirement journey?

Advisors play a key role in raising the need for income protection with their clients to ensure their financial security.

Scottish Widows
clock 13 March 2025 • 1 min read