Ricky Butler: Don't Walk On By

“Protection conversations deserve the right time and effort”

clock • 3 min read

Ricky Butler, head of new business and growth at LifeSearch, looks at why wealth advisers bypass the protection conversation with clients and why they should rethink this to the benefit of all parties.

We often hear that protection is the bedrock of any financial plan, but many wealth advisers don't prioritise protection as they should. It might get a mention or even a nod towards a comparison site to ‘sort it out yourself' but it's rare that a wealth planner would put it at the heart of any financial plan. How can you advise a client to accumulate funds in their pension without protecting the one thing that fuels the pot? How can you put together an investment plan without having a plan B if death or disability strikes? A couple of examples but while I think many would agree it's a...

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

COVER Women in Protection and Health Awards 2025: Nominees announced

COVER Women in Protection and Health Awards 2025: Nominees announced

Promoting women’s excellence

COVER
clock 14 January 2025 • 10 min read
Industry can do more for vulnerable customers: Meg Kirby MBE

Industry can do more for vulnerable customers: Meg Kirby MBE

“Insurers need to ask themselves, is the money enough?”

Cameron Roberts
clock 14 January 2025 • 5 min read
The COVER Review: Kicking off 2025

The COVER Review: Kicking off 2025

Top stories in the first working week

COVER
clock 10 January 2025 • 1 min read