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HBO and The Ringer's Bill Simmons hosts the most downloaded sports podcast of all time, with a rotating crew of celebrities, athletes, and media staples, as well as mainstays like Cousin Sal, Joe House, and a slew of other friends and family members who always happen to be suspiciously available.
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In the latest episode of Let’s Talk Income Protection, Matt and Stevie dive into the rise of menu plans. More advisers are recommending combinations of products like life, critical illness, and income protection together.
To help us dive into this topic this month, we’ve got two fantastic guests joining us today, firstly Zoe Mears from iPipeline to dig into what the latest data is telling us about trends in this space and then we speak to Gemma Sawyer from Switch Financial Services to get a real-world view from the adviser side.
Income protection usage is growing significantly, with multi-benefit plans showing a strong upward trend as advisers deliver more comprehensive protection recommendations to clients.
Listen now to learn more about:
• How income protection sales up 15% year-on-year, with even stronger growth in multi-benefit structures
• Why multi-benefit plans now account for 33.7% of all applications through iPipeline
• Why income protection now features in half of the top 10 multi-benefit combinations, up from 30% last year
• How short-term income protection with 4 and 13-week deferred periods dominates multi-benefit plans
📣 Send the podcast your questions, thoughts or advice to feature on a future episode via:
Voice notes via SpeakPipe
Or email [email protected]
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IP Task Force on Instagram
Produced and edited by SEA Studios
Chapters
1. Introduction and Industry Updates (00:00:00)
2. Customer Goals in Protection Planning (00:05:22)
3. Multi-Benefit and Menu Plans Overview (00:09:59)
4. iPipeline Data: Growth in Multi-Benefit Plans (00:13:33)
5. Advisor Perspective: Protection Priorities (00:22:28)
6. Menu Plans vs Multi-Benefit Approaches (00:29:05)
7. Actionable Takeaways for Different Advisor Levels (00:38:31)
8. Episode Wrap-Up and Announcements (00:47:31)
19 episodes
