Let's Talk IP

S1:EP1 - Fortifying Your Client's Finances with Expert Income Protection Advice

March 26, 2024 Income Protection Task Force Season 1 Episode 1
S1:EP1 - Fortifying Your Client's Finances with Expert Income Protection Advice
Let's Talk IP
More Info
Let's Talk IP
S1:EP1 - Fortifying Your Client's Finances with Expert Income Protection Advice
Mar 26, 2024 Season 1 Episode 1
Income Protection Task Force

Welcome to the inaugural episode of Let's Talk IP by the Income Protection Task Force, your bi-weekly fix of IP upskilling, to help you become the best adviser you can be.

In today's episode

Imagine securing your financial future with a shield so robust that life's unexpected twists can't dent your stability. That's the promise of income protection, a topic we explore thoroughly in our interview with Keiran Leeder a behavioural specialist turned mortgage and protection adviser. Keiran brings to the table heartwarming client stories and transformative experiences that spotlight the indispensable nature of income protection.

Next, we answer your questions in #AskIPTF and for our very first episode, we have our wonderful 7 Advisers on the line to ask some burning questions along with special guest Gary Waters chiming in from Bali of all places, who discusses the integration of income protection in the home-buying process, emphasizing its role in not just acquiring, but maintaining the home of your dreams. 

Then finally, as we will on every episode of the podcast, Matt provides his insight in "Matt's Top Tips of the Week" - where he underscores the value of leaning on Business Development Managers for their expertise, stepping out of their comfort zones, and adopting a mindset that places informed advising at the heart of client interactions. 

📣 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, using the following links:

X @TheIPTF
IPTF LinkedIn
IPTF.co.uk
IP Task Force on Instagram

And please do ask your questions and be part of the show using the hashtag #AskIPTF on social, or send us a vote note on WhatsApp on + 44 7442 247280 or send us an email - LetsTalkIPPodcast@gmail.com

Produced and edited by SEA Studios

Show Notes Chapter Markers

Welcome to the inaugural episode of Let's Talk IP by the Income Protection Task Force, your bi-weekly fix of IP upskilling, to help you become the best adviser you can be.

In today's episode

Imagine securing your financial future with a shield so robust that life's unexpected twists can't dent your stability. That's the promise of income protection, a topic we explore thoroughly in our interview with Keiran Leeder a behavioural specialist turned mortgage and protection adviser. Keiran brings to the table heartwarming client stories and transformative experiences that spotlight the indispensable nature of income protection.

Next, we answer your questions in #AskIPTF and for our very first episode, we have our wonderful 7 Advisers on the line to ask some burning questions along with special guest Gary Waters chiming in from Bali of all places, who discusses the integration of income protection in the home-buying process, emphasizing its role in not just acquiring, but maintaining the home of your dreams. 

Then finally, as we will on every episode of the podcast, Matt provides his insight in "Matt's Top Tips of the Week" - where he underscores the value of leaning on Business Development Managers for their expertise, stepping out of their comfort zones, and adopting a mindset that places informed advising at the heart of client interactions. 

📣 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, using the following links:

X @TheIPTF
IPTF LinkedIn
IPTF.co.uk
IP Task Force on Instagram

And please do ask your questions and be part of the show using the hashtag #AskIPTF on social, or send us a vote note on WhatsApp on + 44 7442 247280 or send us an email - LetsTalkIPPodcast@gmail.com

Produced and edited by SEA Studios

Intro
Coming up on today's show
Interview with Keiran Leeder
Your Questions answered in #LetsTalkIP
Matt's Top Tips of The week!
Outro