Friends Provident launches online lifestyle seminar

Nia Williams

November 5, 2010

In recent years life styles have changed and this seminar is designed to help advisers understand what this means for them and how it has changed how they give protection financial advice to customers.

This new pre-recorded online seminar looks at the changes that have happened to life styles over the last couple of decades, such as less people getting married and buying their first properties and more people are starting families later in life. It also looks at seven life stage categories and provides case studies for each. These are:

  • Starters
  • Young couples
  • Young families
  • Mature couples
  • Mature families
  • Mid life
  • Over fifties.

The online seminar is available now and can be viewed on demand to suit the advisers’ busy schedules.

On top of this new resource, advisers also have access to a new online interactive tool which features pop up tips to help advisers target these seven different customer life stages. It includes case studies, objection handling and product solutions, providing the adviser with ready made marketing material specifically tailored to each life stage.

Commenting, Ed Stuart-Brown, head of protection sales at Friends Provident said: “It is surprising how much our lifestyles have changed recently. The credit crunch and recession has meant that people are putting off key life events until later on in life or for good. It has demonstrated that we can’t rely upon protection being sold off the back of a house purchase or starting a family because these opportunities may be few and far between these days. There are many other events that occur which could instigate the need for financial protection.”

Sign up to our daily email