Re-engaging at remortgage
Jamie Page, head of protection distribution at The Exeter, says by normalising protection conversations at remortgage, advisers can ensure their clients’ protection still aligns with their life today.
The learning objectives for this article are to:
- Explain the importance of revisiting protection needs at the point of remortgage.
- Integrate protection reviews seamlessly into the mortgage advice process.
- Recognise common behavioural barriers in protection conversations.
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