ALI Group recently held a webinar providing brokers a step-by-step guide on how to offer clients protection in the event they experience financial hardship. WA-based ALI Group BDM, Leah Hutchings takes a close look at the best way to offer Loan Protection Plan (now called My Protection Plan) to clients. Leah is also joined by two Connective brokers – Katrina Parrington from Elders Home Loans, and Nicolette Aquilina from Mortgage Providers who discuss their experience and the value it adds to their client relationships.
Watch the webinar recording below to find out:
- how and when to introduce the product (My Protection Plan)
- how to respond if your clients present obstacles
- how to follow-up with your clients and gain an outcome
The webinar was recorded in May this year before ALI Group replaced Loan Protection Plan with their new product called My Protection Plan on 22 June. This webinar focuses on the process of offering a protection plan, which is still the same regardless of the product name. Learn more about My Protection Plan here.