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02/07/2024

Income protection case study – Harvey’s story

Harvey, an events company owner with an active role in producing events, was in his 20s when he took out income protection insurance with The Exeter. In his early 30s he started to experience numbness in his feet but didn’t give it much thought.

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Income protection case study – Harvey’s story

21/11/2023

Unlocking the hidden value: The importance of value-added benefits

In a world where uncertainty is a constant companion, insurance cover offers a reassuring safety net for individuals and families alike, but that’s not all they offer. In our latest Health & Financial Fears research, we surveyed 2,000 UK workers and found that a surprising 40% were unaware of any additional benefits available with their policy.

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Unlocking the hidden value: The importance of value-added benefits

06/10/2023

Communication is key when addressing consumer perceptions of income protection

For financial services professionals like you and me, we understand the products we work with and know the value they bring to clients. But our research shows that there is still a lack of consumer awareness of the need for and role of protection insurance.

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Communication is key when addressing consumer perceptions of income protection

03/04/2023

The new relationship between protection and mortgage advice

For many UK workers, recent months can be summed up in one word – challenging. The final quarter of 2022 was marked by inflation increases, rising interest rates, political turmoil, and a drop in mortgage approvals. In this article Steve Bryan looks at the new relationship between protection and mortgage advice.

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The new relationship between protection and mortgage advice

13/01/2023

Income protection case study - Adam Kaplan, Pendragon Protect

Further to our recent member case study, Marc's story, we caught up with Marc's financial advisor, Adam Kaplan.

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Income protection case study - Adam Kaplan, Pendragon Protect

13/01/2023

Income protection case study - Marc's story

As a self-employed builder and the main earner, being unable to work was financially challenging. Thankfully for Marc, in 2013 his financial adviser, Adam Kaplan of Pendragon Protect, recommended he purchase income protection. Here is Marc’s story.

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Income protection case study - Marc's story
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