Let's Talk Income Protection

• Cover that Fits – Comprehensive Protection Built on What Matters – Menu & Multi-Benefit Plans

  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 SpeakPipeOr email [email protected] 📣 For More Education, Collaboration and Insight: IPTF WebsiteIPTF on LinkedInIPTF on YouTubeIP Task Force on InstagramProduced and edited by SEA Studios

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• The Adviser's Guide to Building a Personal Brand in the Digital Age

  In the latest episode of Let’s Talk Income Protection, Matt and Stevie dive into a topic that sparks a lot of opinions — social media. Whether you love it or avoid it, one thing’s clear: it’s not going anywhere. For advisers wanting to grow their brand and reach more clients, it’s time to get on board.To guide us through the landscape, we’re joined by two experts who live and breathe this stuff: Rosalia Lazzara and Ash Borland.Social media has become the new currency of visibility for financial advisers. Done well, it helps you build trust, stay top of mind, and attract your ideal clients — all without it becoming a full-time job.Listen now to learn more about:• How social media should be part of a bigger business strategy, complementing referrals and networking• Why people buy from those they know, like, and trust – social media accelerates this process• Analysing your CRM to identify your most successful client types before posting content• Focusing on one platform where your ideal clients spend time before expanding• Why personal branding doesn't mean sharing private details – it means being personable and authentic• How video content creates "parasocial relationships" where potential clients feel they know you before meeting• Why niche marketing differs from niche product–market to a specific audience but serves anyone who needs your solutions• Why consistency matters more than trying to be different or creative• Why you shouldn't over-edit videos – simple, authentic content builds more trust than over-produced content• Why you should batch create and schedule content to maintain consistency without daily pressure📣 Send the podcast your questions, thoughts or advice to feature on a future episode via: Voice notes via SpeakPipeOr email [email protected] 📣 For More Education, Collaboration and Insight: IPTF WebsiteIPTF on LinkedInIPTF on YouTubeIP Task Force on InstagramProduced and edited by SEA Studios

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