SE1:EP2 - Embracing the Lifeline of Income Protection with Hanna McKallip and Charlotte Rogers 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.

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All Episodes

Let's Talk IP

SE1:EP2 - Embracing the Lifeline of Income Protection with Hanna McKallip and Charlotte Rogers

April 09, 2024 • Income Protection Task Force • Season 1 • Episode 2

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In today's episode

Have you ever wondered about the moments that define our dedication to certain aspects of our lives? Hanna McKallip and Charlotte Rogers, two financial advisers with compelling personal connections to income protection, sit down with us to unpack why this topic is more than just a policy—it's a life raft in turbulent waters. Their stories are the cornerstone of our latest 'Let's Talk IP' episode, shining a light on the real-world implications of unforeseen events and the financial resilience income protection can provide.

Next, we answer your questions in #AskIPTF - where you get the chance to ask your burning questions and big news, the IPTF Hotline is now open for your WhatsApp voice notes, so please do send them in via +44 7442 247280 or if you don't fancy leaving a voice note, you can email us on LetsTalkIPPodcast@gmail.com, or use the #AskIPTF on social.

Finally, we have Matt's top tips, not one to miss - where Matt gives tips on not defaulting to short-term plans and bringing your conversations to life.

We also touch on the IPTF's latest initiatives, including welcoming new advisors to our Task Force, inviting listeners to engage with us on our freshly minted Instagram page and this year's adviser survey (https://tinyurl.com/yenmxuay) so please go and complete that!

Don't miss the collaborative wisdom and industry insights that are transforming the conversation around income protection—one episode at a time.

Watch 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