Protection Sales Masterclass

A video course to help mortgage brokers sell more protection products whilst giving advice on mortgages

Course curriculum

1. How to use this course
2. An Introduction to Your Tutor - Paul Archer
  FREE PREVIEW
3. Coaching Mortgage Advice as a Philosophy
4. Why a Full Service Mortgage Service
1. The Entire Mortgage and Protection Adviser Sales Process
2. Protection Selling Blueprint Infographic
3. Modern Factfinding - Part One - The Factfind Infographic
4. Modern Factfinding - Part Two - The Lifeline
5. Modern Factfinding - Part Three - The Protection Discussion
6. Whole Part Whole - How to Sell a Full Service to Clients
7. Protection Advising – Quantifying and the CIG in CIGAR
1. Advanced Listening Skills
2. Presenting Your Full Service Package
3. Overcoming Protection Selling Objections
  FREE PREVIEW
4. The Trust Trick
5. How to Create Desire for Your Advice
1. Reminder on Trusts and Life Assurance
2. State Death Benefits
3. State Sickness Benefits
4. Welfare Benefits and Giving Financial Advice
1. Protection Opportunities - Live to Society Mortgage Professional - December 2022
2. Protection Masterclass - Pre-empting Objections - Live to Society Mortgage Professional - December 2023
3. Closing with Confidence - Live to Society Mortgage Professional - November 2023
4. Increasing Your share of FTBs - Live to Society Mortgage Professionals - October 2023