S1:EP3 - Life's Uncertainties Need not Spell Disaster - How IP safe guarded Tracey Boyd's client

04/23/24 • 32 min

In today's episode
What would you do if you became ill and couldn't work, how would you protect and look after your family without your regular income? This would have been Damian Bamford's problem if he hadn't taken the advice of Tracey Boyd of Mortgage Hub Expert.
Hear his inspiring journey through adversity to stability as we delve into Damian's personal account of overcoming a health scare, and how Tracey's guidance and a robust policy provided a financial lifeline. Their story is a vivid reminder that life's uncertainties need not spell disaster with the right planning in place while reminding us advisers "This is why we do this"
We answer your questions in #AskIPTF - where you get the chance to ask your burning questions - to send in your questions please use the phone number or links below.
Matt then provides us with his top tips on building financial resilience for your clients over "Selling" and overcoming objections.
And please complete this year's adviser survey (https://tinyurl.com/yenmxuay) so please go and complete that!

📣 Send the podcast your questions, thoughts or advice to feature on a future episode via:

Voice notes via SpeakPipe
Or email [email protected]

📣 For More Education, Collaboration and Insight:

IPTF Website
IPTF on LinkedIn
IPTF on YouTube
IP Task Force on Instagram
Produced and edited by SEA Studios

📣 Send the podcast your questions, thoughts or advice to feature on a future episode via:

Voice notes via SpeakPipe
Or email [email protected]

📣 For More Education, Collaboration and Insight:

IPTF Website
IPTF on LinkedIn
IPTF on YouTube
IP Task Force on Instagram
Produced and edited by SEA Studios

Previous Episode

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

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 [email protected], 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.

📣 Send the podcast your questions, thoughts or advice to feature on a future episode via:

Voice notes via SpeakPipe
Or email [email protected]

📣 For More Education, Collaboration and Insight:

IPTF Website
IPTF on LinkedIn
IPTF on YouTube
IP Task Force on Instagram
Produced and edited by SEA Studios

Next Episode

S1:EP4 - Celebrating a Decade of Impact: The 7 Families Project and Humanising Income Protection

In today's episode
We celebrate the 10-year anniversary of the 7 Families Project's legacy, a collaborative effort that has shifted perceptions and provided tangible support to families in need. With insights into the project's conception and its enduring influence from our guest today, Karin Lloyd.
In #AskIPTF this week, we highlight a couple of posts we enjoyed from two of our 7 advisers on LinkedIn. We have questions on tackling universal credit objections and unblocking the biggest thing stopping advisers from recommending IP - please use the phone number or links below to send in your questions.
Matt then provides us with his top tips on focusing on what's important to the client and using language that makes sense to them.

📣 Send the podcast your questions, thoughts or advice to feature on a future episode via:

Voice notes via SpeakPipe
Or email [email protected]

📣 For More Education, Collaboration and Insight:

IPTF Website
IPTF on LinkedIn
IPTF on YouTube
IP Task Force on Instagram
Produced and edited by SEA Studios