Category: Everything you need to know
A deep dive into Facebook for financial advisers
Posted by Christopher Miles | Sep 2, 2025 | Adviser Insights, Everything you need to know | 2 |
Awareness Days April to June – Everything yo...
Posted by Jason Coleman | Jun 27, 2025 | Critical Illness, Critical Illness Conditions, Everything you need to know | 0 |
The Human Side of Protection: Lessons from National Grief Awareness Week
by Protection Guru | Dec 2, 2025 | Adviser Insights, Everything you need to know | 0 |
Explore how grief impacts families and why compassionate claims handling matters. Learn lessons from National Grief Awareness Week, including insurer support services and adviser signposting tips.
Read MoreA deep dive into Facebook for financial advisers
by Christopher Miles | Sep 2, 2025 | Adviser Insights, Everything you need to know | 2 |
Learn how financial advisers can use Facebook to build trust, nurture relationships, and educate the public with effective content strategies and community engagement.
Read MoreAwareness Days April to June – Everything you need to know
by Jason Coleman | Jun 27, 2025 | Critical Illness, Critical Illness Conditions, Everything you need to know | 0 |
National & international health awareness days are an opportunity for charities and health organisations to raise awareness of medical conditions. They seek to promote education, understanding and support, as well as try to drive better prevention and treatment outcomes.
Read MoreWhen is medical evidence automatically requested – Everything you need to know
by Steve Davey | Aug 23, 2024 | Everything you need to know, Everything you need to know, Everything you need to know, Everything you need to know, Underwriting Limits, Underwriting Limits, Underwriting Limits, Underwriting Limits | 1 |
For most clients, submitting an application without any health or lifestyle disclosures typically...
Read MoreIndividual protection underwriting limits – 4 things you should read
by Adam Higgs | Apr 19, 2024 | Critical Illness, Everything you need to know, Everything you need to know, Everything you need to know, Family Income Benefit, Income Protection, Life Protection | 0 |
Understanding when and what medical evidence may be required when recommending a protection...
Read MoreEverything you need to know about using ProtectionGuruPro
by Adam Higgs | Jun 23, 2022 | Everything you need to know, Everything You Need To Know, Everything you need to know, Everything you need to know, Everything you need to know | 0 |
ProtectionGuruPro has been live for just under a month now and we are really pleased with the...
Read MoreRaising awareness of how different conditions are covered by critical illness policies – 4 things you should read
by Rob Harvey | May 27, 2022 | Critical Illness, Critical Illness Conditions, Everything you need to know | 0 |
Throughout the year at Protection Guru, we aim to mark the numerous health awareness and medical...
Read MoreProtecting clients whilst their application is being underwritten – 5 things you should read
by Rob Harvey | Apr 29, 2022 | Business Protection, Critical Illness, Everything you need to know, Everything you need to know, Everything you need to know, Everything you need to know, Income Protection | 0 |
Whilst in an ideal world protection insurance policies could be applied for and placed on risk...
Read MoreEverything you need to know about guaranteed insurability options
by Rob Harvey | Apr 22, 2022 | Business Protection, Critical Illness, Everything you need to know, Everything you need to know, Everything you need to know, Everything you need to know, Guaranteed Insurability Options, Guaranteed Insurability Options, Guaranteed Insurability Options, Guaranteed Insurability Options, Income Protection, Life Protection | 0 |
Guaranteed insurability options allow clients to increase their protection cover, following...
Read MoreProtection insurance for mortgage clients – 4 things you should read
by Rob Harvey | Jan 28, 2022 | Critical Illness, Everything you need to know, Everything you need to know, Life Protection, Mortgage, Mortgage | 0 |
When putting in place a protection plan (or plans) to cover a mortgage there are a number of...
Read MoreInsurer Claims processes – 6 things you should read
by Rob Harvey | Jan 21, 2022 | Claims, Claims, Claims, Claims, Claims, Everything you need to know, Everything you need to know, Everything you need to know, Everything you need to know | 0 |
Claiming on a protection insurance policy is something any of us hope a client never has to do,...
Read More







