Two training courses – one of them free – have been launched to address “critical training gaps” in the UK protection industry.
Developed for mortgage and wealth advisers, as well as protection-only brokers, they aim to elevate the standards of protection advice and improve client outcomes.
The courses – the Blueprint to Protection Success and the Accelerator Course – are being run by Protection Coach.
The training firm said many advisers lack the foundational skills and confidence to effectively integrate protection advice into their client conversations.
The courses will provide simple, practical, actionable frameworks that address the most common challenges in the field, from overcoming objections to increasing policy retention.
The Blueprint to Protection Success is an introductory course designed to provide a clear, easy-to-follow framework for embedding protection into advice processes.
It sets the stage for improved client engagement, logical and compliant advice, and measurable business growth.
The course is available free not only to advisers but also insurer BDMs who want to help advisers be more effective in their protection conversations and sales.
The Accelerator Course, priced at £249, takes a deeper dive into advanced strategies, helping advisers refine their mindset, enhance their positioning and maximise opportunities for sustainable success.
It is tailored for professionals ready to prioritise financial resilience for their clients while significantly increasing their revenue.
The Protection Coach, Matt Chapman, said: “These courses are designed to transform the perception of protection advice, moving from a “selling” approach to one centred on alignment with client goals.
“These changes lead to greater client trust and improved compliance through logical, value-driven advice processes.”
The founder of Protection Guru, Ian McKenna, said: “This is an unprecedented initiative by Matt Chapman.
“I can’t recall any situation where a training firm has offered free coaching to insurer BDMs as well as advisers.
“Getting wealth and mortgage advisers engaged with protection is crucial if we are going to get anywhere near filling the protection gap.
“This is exactly the sort of thing we need to see to genuinely grow the level of protection cover in this country, i.e. protect more people, rather than just have insurers compete to take business away from each other.
“The clear focus on helping advisers understand how to recognise value is also really important.
“Not enough firms have moved away from basing their recommendations on price, rather than a more sophisticated value measure that the FCA now require under the Consumer Duty.”
