a brokers guide to selling protection products

Are your clients protected?


Do you ensure you sell your clients insurance products to help their financial well-being?

Research by Legal & General shows that the average UK employee would be on the breadline within only 32 days of losing their job. So considering protection products is more important to them than ever.

Our latest guide helps brokers to start the conversation with their clients about the importance of protection and the value in having it should the worst happen.

This guide covers:

  • The need to talk about protection early
  • Helping the client understand the value of insurance
  • Tips for starting the conversation
  • Supporting the client in seeing how protection fits into the bigger picture of their financial well-being


By downloading the Growth Series’ guides available on this website, you accept and agree that YBS Group give no warranties or representations concerning the documents, and accept no liability in relation to their use.


Download the broker’s guide to selling protection products

Thanks to Accord for doing the Growth Series. I think you've done a phenomenal job covering a lot of areas that we wouldn't have necessarily considered. So, great foresight and great support! ”

Danny Belton, Head of Lender Relationships, L&G Mortgage Club

We have found the Growth Series really useful. It is great to see a lender looking to help Brokers with the everyday aspects of growing their businesses rather than focussing on ‘Correct Submission sheet’ type issues which serve to help the lender more than the Broker. ”

Stuart Powell - Shore

Online review generator - the feedback is I love it, it's easy to use and prompts a customer to leave feedback. ”

Samantha Allnutt - Howard Financial

7 things brokers can do guide - just wanted to say this is really great stuff. ”

Robert Gill - The Mortgage Factory

The #GrowthSeries podcast is great! Any broker who is looking to grow their business and embrace the tech revolution should listen to it. ”

Ashley Borland - Bright Advice

Just a quick email to say how much I’ve enjoyed listening to the Growth Series Podcasts, useful information and tips in each episode and it’s great that support like this is invaluable to us. A big thanks to Accord for this. ”

Jonathon Evans - Mortgage Advisor - Kevin Ford & Co Ltd

The topic of Professional Indemnity Insurance is being raised in more and more conversations with us currently, including spiralling costs, increases in excesses and underwriters leaving the market. Making sure your business is ready for any future challenges will be key and Accord’s “5 tips for managing the cost of professional indemnity insurance for brokers” is relevant and very sensible advice. ”

Kevin Roberts - Director L&G Mortgages