Category: Adviser Insights
The Evolving Definition of Heart Attack in Critical Illness Policies – Part Two
Explore the evolving definition of heart attack in critical illness policies. Learn about the ambiguities in diagnosis, advances in cardiac imaging, and how insurers are providing clarity for claimants.
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The power of native posting: Learning the language of social networks
Learn how native posting boosts engagement by tailoring content to each social platform’s tone, style and algorithms. Discover best‑practice tips for LinkedIn, Instagram, TikTok and Facebook to maximise reach and credibility.
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The Evolving Definition of Heart Attack in Critical Illness Policies – Part One
Explore the evolving definition of heart attack in critical illness policies over the past 40 years. Understand the advancements in diagnostic technology, the role of troponin testing, and the impact on insurance claims
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Aligning the algorithms: How to plan content calendars that work for each platform
Learn how to align your social media content with platform algorithms to boost visibility, engagement, and consistency across LinkedIn, Facebook, Instagram, and TikTok.
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Stop selling protection – Week 10 (10-week mistake series)
Discover why protection isn’t something to sell but a core part of great financial advice. Learn how shifting your belief transforms client conversations and strengthens their financial plans.
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Week 9 – Stop expecting client objections (10-week mistake series)
Discover how to stop creating client objections by leading protection conversations with calm conviction. Build confidence, prevent pushback, and strengthen every advice discussion.
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What can advisers do to prevent consumers abandoning the protection process?
Discover why consumers abandon the protection process and learn practical ways advisers can boost engagement, highlight value, and reduce drop‑off.
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Week 8 – Do not undermine your own advice (10-week mistake series)
Discover why advisers often undermine their own protection advice, how silence can shift client trust, and practical coaching tips to hold strong recommendations with confidence.
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Social media cross-pollination: How to reach four audiences with one idea
Turn one protection idea into tailored content for TikTok, Facebook, Instagram and LinkedIn with a simple, compliant cross‑pollination workflow.
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Week 7 – Stop giving clients easy exit ramps (10-week mistake series)
Confident protection advice builds trust—stop giving clients easy exit ramps. Learn how clear recommendations improve outcomes, from Matthew Chapman’s 10-Week Mistake Series.
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How to increase revenue per client ethically and effectively – Part 2
Increase your revenue per client ethically with proven strategies: optimize your fee structure, target higher-value clients, streamline operations, and boost referrals for sustainable business growth.
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SUPPORTING CLIENTS LATER IN LIFE -VITALITY’s UNIQUE APPROACH
This article explores Vitality’s Dementia and FrailCare Cover—an innovative solution that supports clients beyond the term of their Serious Illness Cover. We break down how it works, why it matters, and how it can help address the rising costs of care in later life.
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