S1:EP6 - Integrating Income Protection with Sarah Parkin of Hollybeck Artwork

Let's Talk IP

Introducing "Let's Talk IP," presented by Matthew Chapman, The Protection Coach, proudly brought to you by the Income Protection Task Force (IPTF).

Join us as we look beyond financial advice, focusing on income protection, a subject often overlooked but undeniably vital for financial resilience.

In each episode, Matthew Chapman, renowned as The Protection Coach, along with industry experts brings his expertise to the forefront, shining a spotlight on income protection. Whether you're a seasoned financial adviser or someone eager to enhance your financial literacy, "Let's Talk IP" is the go-to resource for understanding the importance of income protection in securing a stable financial future for clients. We’ll share powerful stories as well as simple techniques for refining your advice process and increasing your income protection sales.

💡 Why Listen?

Expert Insights: Matthew Chapman, with years of experience as The Protection Coach along with our expert guests provides invaluable insights and strategies for financial advisers to navigate the landscape of income protection seamlessly.

CPD! Each episode contributes to your unstructured CPD total.

Consumer Empowerment: Discover the power of income protection in fostering financial resilience among consumers. Learn how this often-overlooked aspect can be a game-changer in uncertain times.

Practical Guidance: From industry trends to case studies, each episode offers practical guidance, empowering financial advisers to advocate effectively for income protection.

Get your burning questions answered!: We want this podcast to be a two-way conversation, so use the hashtag #AskIPTF on LinkedIn and X and maybe your question, story or general thoughts will be discussed on an episode.

📣 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:

X @TheIPTF

IPTF LinkedIn

🔊 Subscribe and Stay Informed:

Don't miss out on the conversation! Subscribe to "Let's Talk IP" to receive regular expert advice and thought-provoking discussions. Be part of the movement to prioritise income protection in financial planning.

Empower yourself, empower your clients and "Let's Talk IP"

All Episodes

Let's Talk IP

S1:EP6 - Integrating Income Protection with Sarah Parkin of Hollybeck

June 04, 2024 • Income Protection Task Force • Season 1 • Episode 6

Send us a message!

In today's episode

What if you could seamlessly incorporate income protection into every financial plan you develop? Join us on this episode of "Let's Talk IP" as we chat with Sarah Parkin from Hollybeck, a seasoned expert whose journey from TSB Bank to the Mortgage Advice Bureau has made her a passionate advocate for income protection. Sarah shares her extensive knowledge on transforming income protection from a separate product to an integral part of financial advisory, offering a fresh perspective on how to enrich client relationships and improve their financial resilience.

In #AskIPTF this week, Matt answers burning questions on clients refusing protection after sorting out their mortgage and overcoming issues around exclusions on Income Protection.

Then, in Matt's Top Tips of the Week - Matt delves into income stress testing with clients, embedding it into the advice process, leaning into the value and continuous professional development.

Sign up to IPAW 2024!

Monday 23rd September - "The case for income protection – mindset matters"
Tuesday 24th September - "How to sell less income protection - common mistakes and how to avoid them"
Wednesday 25th September - "How to grow your business – knowing your clients"
Thursday 26th September - "The business of protection – preparing advisers to excel"
Friday 27th September - "Delivering value - the full package"

📣 Connect with IPTF:

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

Produced and edited by SEA Studios