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Protection Insurance in Practice

Training Course – 13 hours CPD

In this course you will learn more about protection insurance, sales techniques and how to complete those pesky compliance requirements.

I will also help you to develop your soft skills, showing you how to spot the need for protection insurance through client case studies and a live role play factfind.

Protection Testing – 1 hour CPD

I have been asked again and again and I will soon be delivering.

I will soon have an online annual protection test available for you to prove your competency and also identify any areas to brush up on your knowledge.

Watch this space!

Pick n Mix offer!!!

You can now buy 1 session, 3 sessions or 5 sessions if you want to.

"Kathryn is very passionate about protection insurance and clearly very knowledgeable which came across well during the course. The course covered a wide spread of topics and each section was well explained with good in practice tips."

"Kathryn is really knowledgeable and has a lot of wisdom to share! This course is ideal for those new to the industry, those who don't feel they have had the right training in the past, those who don't have confidence with protection insurance or those that want a refresher. It has given me the knowledge and confidence to know how I want to deal with protection in my business."

I got so much out of today. I 100% have been making life and my SLD's too complicated. I found the session incredibly powerful and just a massive thank you for being such a great teacher. I think I have likely been very guilty of focusing on the product and what it can do for the client rather than how the client is feeling being asked the questions in the first place! Since starting your course I have read back on the notes and used them many times. I was thinking today I would like to binge watch the sessions again!

Why Choose Advice for Advisers?

I am a multi-award winning protection insurance adviser, known for bringing a human touch to the insurance world.

I joined the insurance industry in 2010 after completing my PhD in Business Management. I have worked in administration, compliance, advising and training, all of which give me key insights into the best ways to support a client.

I will help you to develop your understanding of protection insurance and skills to engage with clients.

I will lead you through sessions on how to build a protection recommendation, with key points to make sure you are getting to know your clients and how to handle compliance requirements.

Moving through personal, business and group life insurance, critical illness cover and income protection, I will help you to understand the opportunities to discuss protection cover with your clients.

There will also be dedicated sessions on how to develop soft skills, so that you know how to use the right language when having sensitive conversations. I will be exploring different health conditions, discussing underwriting considerations, client case studies and conducting a live factfind role play.

As well as the live interactive sessions with me, you will be able to quiz me and seek advice from colleagues in a private social community group.

Consultancy Fees

Hourly Rate – £395 incl VAT

Day Rate – £2,995 inc VAT

Articles charged at £2 per word

Pricing for the training course, protection competency exam and one to one training can be found on the dedicated pages.

I am the owner of Cura Financial Services, alongside my husband Alan Knowles. Our insurance brokerage has won multiple awards for our dedication to improving access to insurance.

Many of our clients are living with health conditions, that has meant that accessing protection insurance has been difficult for them. This has naturally led us to develop a team that is highly focused upon active listening, soft skills and understanding the underwriting of client risks.

We provide advice for personal, business and group life insurance, critical illness cover and income protection, within the UK and internationally.

I am a founder and host of the Practical Protection Podcast, a place where you can gain key tips about protection insurance.

This includes episodes on specific health conditions such as mental health, diabetes, HIV, cancer, epilepsy and more. Industry experts join the podcast regularly to give their insights into how the insurance market is operating, the way that protection insurance is a vital part of a person’s long-term financial security, and the importance of signposting across the entire financial sector.

I am regularly joined by Roy McLoughlin (independent financial adviser) and Matt Rann (consultant underwriter), so that we can provide balanced expert views to our listeners, that include reinsurers, insurers, advisers, charities and the general public.

This course is approved and accredited by CPD UK thanks to Octomembers. It is also an approved accredited course through the Initiative of Financial Wellbeing.