S1:EP3 - Life's Uncertainties Need not Spell Disaster - How IP safe guarded Tracey Boyd's client Artwork

Let's Talk IP

Introducing "Let's Talk IP," presented by Matthew Chapman, The Protection Coach, proudly brought to you by the Income Protection Task Force (IPTF).

Join us as we look beyond financial advice, focusing on income protection, a subject often overlooked but undeniably vital for financial resilience.

In each episode, Matthew Chapman, renowned as The Protection Coach, along with industry experts brings his expertise to the forefront, shining a spotlight on income protection. Whether you're a seasoned financial adviser or someone eager to enhance your financial literacy, "Let's Talk IP" is the go-to resource for understanding the importance of income protection in securing a stable financial future for clients. We’ll share powerful stories as well as simple techniques for refining your advice process and increasing your income protection sales.

💡 Why Listen?

Expert Insights: Matthew Chapman, with years of experience as The Protection Coach along with our expert guests provides invaluable insights and strategies for financial advisers to navigate the landscape of income protection seamlessly.

CPD! Each episode contributes to your unstructured CPD total.

Consumer Empowerment: Discover the power of income protection in fostering financial resilience among consumers. Learn how this often-overlooked aspect can be a game-changer in uncertain times.

Practical Guidance: From industry trends to case studies, each episode offers practical guidance, empowering financial advisers to advocate effectively for income protection.

Get your burning questions answered!: We want this podcast to be a two-way conversation, so use the hashtag #AskIPTF on LinkedIn and X and maybe your question, story or general thoughts will be discussed on an episode.

📣 Connect with IPTF:

The IPTF exists to raise awareness about the vital role that income protection plays in ensuring financial resilience for policyholders. Stay updated on the latest podcast episodes, up-to-date insight and market data, and insights from other advisers by connecting with the Income Protection Task Force on social media:

X @TheIPTF

IPTF LinkedIn

🔊 Subscribe and Stay Informed:

Don't miss out on the conversation! Subscribe to "Let's Talk IP" to receive regular expert advice and thought-provoking discussions. Be part of the movement to prioritise income protection in financial planning.

Empower yourself, empower your clients and "Let's Talk IP"

All Episodes

Let's Talk IP

S1:EP3 - Life's Uncertainties Need not Spell Disaster - How IP safe guarded Tracey Boyd's client

April 23, 2024 • Income Protection Task Force • Season 1 • Episode 3

Send us a message!

In today's episode

What would you do if you became ill and couldn't work, how would you protect and look after your family without your regular income? This would have been Damian Bamford's problem if he hadn't taken the advice of Tracey Boyd of Mortgage Hub Expert.

Hear his inspiring journey through adversity to stability as we delve into Damian's personal account of overcoming a health scare, and how Tracey's guidance and a robust policy provided a financial lifeline. Their story is a vivid reminder that life's uncertainties need not spell disaster with the right planning in place while reminding us advisers "This is why we do this"

We answer your questions in #AskIPTF - where you get the chance to ask your burning questions - to send in your questions please use the phone number or links below.

Matt then provides us with his top tips on building financial resilience for your clients over "Selling" and overcoming objections.

And please complete this year's adviser survey (https://tinyurl.com/yenmxuay) so please go and complete that!

Watch 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