Tom Jackson

Protection Sales Strategy

Posted by Tom Jackson 2 hours ago
Best Practices

I'm looking to improve our protection conversion rates with mortgage clients. Currently sitting at about 25% conversion, but I know there's room for improvement.

Specific areas I'm interested in:

  • When do you introduce protection in the mortgage journey?
  • What presentation methods are most effective?
  • How do you handle common objections?
  • Any specific tools or calculators you find helpful?

Would love to hear what's working for others in the current market.