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Good Parent Portfolio

August 29, 2018

Good Parent Portfolio

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In 2011 we were tasked with thinking further about how to give the protection sale more relevance. We created the Good Parent Portfolio which was designed to help advisers make protection a key part of their advice process alongside guardianship, trusts and wills: the key components of protecting a family.

The pack was produced soon after Royal London bought Scottish Provident, so each half provided protection solutions from both providers.

Also featured here are packs promoting Helping Hand and Mortgage Street.

Helping Hand was Bright Grey’s free nurse support, which they included with every plan. Each campaign used real life case studies to communicate the exclusive benefits. This was a really rewarding campaign to be part of.

Mortgage Street provided advisers with more tools to help increase their protection business: ideas on cross-selling opportunities, objection handling material as well as client-facing brochures, sales aids and posters.

August 29, 2018