Let's Talk IP
S1:EP6 - Integrating Income Protection with Sarah Parkin of Hollybeck
In today's episode
What if you could seamlessly incorporate income protection into every financial plan you develop? Join us on this episode of "Let's Talk IP" as we chat with Sarah Parkin from Hollybeck, a seasoned expert whose journey from TSB Bank to the Mortgage Advice Bureau has made her a passionate advocate for income protection. Sarah shares her extensive knowledge on transforming income protection from a separate product to an integral part of financial advisory, offering a fresh perspective on how to enrich client relationships and improve their financial resilience.
In #AskIPTF this week, Matt answers burning questions on clients refusing protection after sorting out their mortgage and overcoming issues around exclusions on Income Protection.
Then, in Matt's Top Tips of the Week - Matt delves into income stress testing with clients, embedding it into the advice process, leaning into the value and continuous professional development.
Sign up to IPAW 2024!
- Monday 23rd September - "The case for income protection – mindset matters"
- Tuesday 24th September - "How to sell less income protection - common mistakes and how to avoid them"
- Wednesday 25th September - "How to grow your business – knowing your clients"
- Thursday 26th September - "The business of protection – preparing advisers to excel"
- Friday 27th September - "Delivering value - the full package"
📣 Connect with IPTF:
X @TheIPTF
IPTF LinkedIn
IPTF.co.uk
IP Task Force on Instagram
Produced and edited by SEA Studios
In today's episode
What if you could seamlessly incorporate income protection into every financial plan you develop? Join us on this episode of "Let's Talk IP" as we chat with Sarah Parkin from Hollybeck, a seasoned expert whose journey from TSB Bank to the Mortgage Advice Bureau has made her a passionate advocate for income protection. Sarah shares her extensive knowledge on transforming income protection from a separate product to an integral part of financial advisory, offering a fresh perspective on how to enrich client relationships and improve their financial resilience.
In #AskIPTF this week, Matt answers burning questions on clients refusing protection after sorting out their mortgage and overcoming issues around exclusions on Income Protection.
Then, in Matt's Top Tips of the Week - Matt delves into income stress testing with clients, embedding it into the advice process, leaning into the value and continuous professional development.
Sign up to IPAW 2024!
- Monday 23rd September - "The case for income protection – mindset matters"
- Tuesday 24th September - "How to sell less income protection - common mistakes and how to avoid them"
- Wednesday 25th September - "How to grow your business – knowing your clients"
- Thursday 26th September - "The business of protection – preparing advisers to excel"
- Friday 27th September - "Delivering value - the full package"
📣 Connect with IPTF:
X @TheIPTF
IPTF LinkedIn
IPTF.co.uk
IP Task Force on Instagram
Produced and edited by SEA Studios