Below is a real-life case study, penned by another protection adviser in Cover Magazine, which clearly highlights another success story about Protection Cover. Whilst this is not about a PMIS client or written by a PMIS employee, it clearly demonstrates the importance of ensuring that the protection advised matched the customer’s needs – even if they are not clearly known or identified!
There are two very important points made;
- Arrange cover that you definitely believe in or that you can see will work for you and your loved ones in a real situation.
- The Vitality Serious Illness Cover contract is fundamentally different to the rest of the protection market because :
- It provides “severity based” payments
- It covers more conditions than any other provider and
- The ‘unique’ conditions covered really do work in real life for the good of you and your loved ones
Naturally we very much hope that you NEVER need to – and we are sure that never WANT to – claim on a Critical Illness or Serious Illness Plan……..but if you do then the plan you have needs to support you and your family in the best way possible.
Industry Voice: Alan Knowles – ‘I was able to tell my client she could make an…
covermagazine.co.uk