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

04/09/24 • 42 min

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

📣 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

S1:EP1 - Fortifying Your Client's Finances with Expert Income Protection Advice

Welcome to the inaugural episode of Let's Talk IP by the Income Protection Task Force, your bi-weekly fix of IP upskilling, to help you become the best adviser you can be.
In today's episode
Imagine securing your financial future with a shield so robust that life's unexpected twists can't dent your stability. That's the promise of income protection, a topic we explore thoroughly in our interview with Keiran Leeder a behavioural specialist turned mortgage and protection adviser. Keiran brings to the table heartwarming client stories and transformative experiences that spotlight the indispensable nature of income protection.
Next, we answer your questions in #AskIPTF and for our very first episode, we have our wonderful 7 Advisers on the line to ask some burning questions along with special guest Gary Waters chiming in from Bali of all places, who discusses the integration of income protection in the home-buying process, emphasizing its role in not just acquiring, but maintaining the home of your dreams.
Then finally, as we will on every episode of the podcast, Matt provides his insight in "Matt's Top Tips of the Week" - where he underscores the value of leaning on Business Development Managers for their expertise, stepping out of their comfort zones, and adopting a mindset that places informed advising at the heart of client interactions.

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

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