Stonebridge Recruitment Brochure - Flipbook - Page 10
Protection
Proposition
To help you advise with con昀椀dence we have built a proposition thar re昀氀ects our
belief that protection should be the foundation of all quality 昀椀nancial planning.
Market-leading panel
Solution Builder technology
We have a market-leading panel of providers,
who are constantly innovating their products and
technology. Our providers are easily accessible
to provide support while keeping your product
knowledge up to date.
By fully integrating with iPipeline’s Solution
Builder technology, Revolution enables you to
compare protection products side-by-side to
help you quickly identify the most appropriate
policy to meet your client’s individual needs.
Sales support
To help your 昀椀rm maximise opportunities, we
provide regular best practice training. Our BDMs
are always on hand to support you in discussing
protection with clients.
Referral service
To ensure every suitable client has a conversation
about protection, we provide a referral option to
Stonebridge Protect. Our skilled team of advisers
take the risk and burden away from you, by
guiding your clients from initial enquiry through
to writing the policy in trust.
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