Let's Talk IP

Income Protection Task Force

Introducing "Let's Talk IP," presented by Matthew Chapman, The Protection Coach, proudly brought to you by the Income Protection Task Force (IPTF).

Join us as we look beyond financial advice, focusing on income protection, a subject often overlooked but undeniably vital for financial resilience.

In each episode, Matthew Chapman, renowned as The Protection Coach, along with industry experts brings his expertise to the forefront, shining a spotlight on income protection. Whether you're a seasoned financial adviser or someone eager to enhance your financial literacy, "Let's Talk IP" is the go-to resource for understanding the importance of income protection in securing a stable financial future for clients. We’ll share powerful stories as well as simple techniques for refining your advice process and increasing your income protection sales.

💡 Why Listen?

Expert Insights: Matthew Chapman, with years of experience as The Protection Coach along with our expert guests provides invaluable insights and strategies for financial advisers to navigate the landscape of income protection seamlessly.

CPD! Each episode contributes to your unstructured CPD total.

Consumer Empowerment: Discover the power of income protection in fostering financial resilience among consumers. Learn how this often-overlooked aspect can be a game-changer in uncertain times.

Practical Guidance: From industry trends to case studies, each episode offers practical guidance, empowering financial advisers to advocate effectively for income protection.

Get your burning questions answered!: We want this podcast to be a two-way conversation, so use the hashtag #AskIPTF on LinkedIn and X and maybe your question, story or general thoughts will be discussed on an episode.

📣 Connect with IPTF:

The IPTF exists to raise awareness about the vital role that income protection plays in ensuring financial resilience for policyholders. Stay updated on the latest podcast episodes, up-to-date insight and market data, and insights from other advisers by connecting with the Income Protection Task Force on social media:

X @TheIPTF

IPTF LinkedIn

🔊 Subscribe and Stay Informed:

Don't miss out on the conversation! Subscribe to "Let's Talk IP" to receive regular expert advice and thought-provoking discussions. Be part of the movement to prioritise income protection in financial planning.

Empower yourself, empower your clients and "Let's Talk IP"

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Episodes

S1:EP5 - Understanding the Psychology of Selling Insurance with Julie Botha from Vitality
May 21 2024
S1:EP5 - Understanding the Psychology of Selling Insurance with Julie Botha from Vitality
In today's episodeUnlock the psychological secrets behind selling income protection with this eye-opening episode featuring Julie Botha, Sales Training & Academy Manager from Vitality. Storytelling isn't just for bedtime; it's a powerful tool that can reshape how we talk about insurance with clients. Tap into the shared wisdom of our conversation, where we explore how to turn client discussions into narratives highlighting the value of security and investment in their future. Discover the methods that will help you move past technical jargon and create a compelling vision of protection that resonates with clients' deepest needs and values.Matt then provides his top tips after his conversation with Julie covering: bringing up protection at the earliest opportunity, selling the problem, not the solution and ask the question "walk me through..."As mentioned in the podcast, the 7 Families' 10-year anniversary is now out, please watch these powerful stories by using the link below.  Watch the 7 Families 10-year anniversary video - https://www.youtube.com/watch?v=q2C21wqOqJs📣 Connect with IPTF:The IPTF exists to raise awareness about the vital role that income protection plays in ensuring financial resilience for policyholders. Stay updated on the latest podcast episodes, up-to-date insight and market data, and insights from other advisers by connecting with the Income Protection Task Force on social media, using the following links:X @TheIPTFIPTF LinkedInIPTF.co.ukIP Task Force on InstagramAnd please do ask your questions and be part of the show using the hashtag #AskIPTF on social, or send us a vote note on WhatsApp on + 44 7442 247280 or send us an email - LetsTalkIPPodcast@gmail.comProduced and edited by SEA Studios
S1:EP4 - Celebrating a Decade of Impact: The 7 Families Project and Humanising Income Protection
May 7 2024
S1:EP4 - Celebrating a Decade of Impact: The 7 Families Project and Humanising Income Protection
In today's episodeWe celebrate the 10-year anniversary of the 7 Families Project's legacy, a collaborative effort that has shifted perceptions and provided tangible support to families in need. With insights into the project's conception and its enduring influence from our guest today, Karin Lloyd.In #AskIPTF this week, we highlight a couple of posts we enjoyed from two of our 7 advisers on LinkedIn. We have questions on tackling universal credit objections and unblocking the biggest thing stopping advisers from recommending IP - please use the phone number or links below to send in your questions.Matt then provides us with his top tips on focusing on what's important to the client and using language that makes sense to them. Watch the 7 Families 10-year anniversary video - https://www.youtube.com/watch?v=q2C21wqOqJs📣 Connect with IPTF:The IPTF exists to raise awareness about the vital role that income protection plays in ensuring financial resilience for policyholders. Stay updated on the latest podcast episodes, up-to-date insight and market data, and insights from other advisers by connecting with the Income Protection Task Force on social media, using the following links:X @TheIPTFIPTF LinkedInIPTF.co.ukIP Task Force on InstagramAnd please do ask your questions and be part of the show using the hashtag #AskIPTF on social, or send us a vote note on WhatsApp on + 44 7442 247280 or send us an email - LetsTalkIPPodcast@gmail.comProduced and edited by SEA Studios
S1:EP3 - Life's Uncertainties Need not Spell Disaster - How IP safe guarded Tracey Boyd's client
Apr 23 2024
S1:EP3 - Life's Uncertainties Need not Spell Disaster - How IP safe guarded Tracey Boyd's client
In today's episode What would you do if you became ill and couldn't work, how would you protect and look after your family without your regular income? This would have been Damian Bamford's problem if he hadn't taken the advice of Tracey Boyd of Mortgage Hub Expert. Hear his inspiring journey through adversity to stability as we delve into Damian's personal account of overcoming a health scare, and how Tracey's guidance and a robust policy provided a financial lifeline. Their story is a vivid reminder that life's uncertainties need not spell disaster with the right planning in place while reminding us advisers "This is why we do this"We answer your questions in #AskIPTF - where you get the chance to ask your burning questions - to send in your questions please use the phone number or links below.Matt then provides us with his top tips on building financial resilience for your clients over "Selling" and overcoming objections.And please complete this year's adviser survey (https://tinyurl.com/yenmxuay) so please go and complete that! Watch the 7 Families 10-year anniversary video - https://www.youtube.com/watch?v=q2C21wqOqJs📣 Connect with IPTF:The IPTF exists to raise awareness about the vital role that income protection plays in ensuring financial resilience for policyholders. Stay updated on the latest podcast episodes, up-to-date insight and market data, and insights from other advisers by connecting with the Income Protection Task Force on social media, using the following links:X @TheIPTFIPTF LinkedInIPTF.co.ukIP Task Force on InstagramAnd please do ask your questions and be part of the show using the hashtag #AskIPTF on social, or send us a vote note on WhatsApp on + 44 7442 247280 or send us an email - LetsTalkIPPodcast@gmail.comProduced and edited by SEA Studios
SE1:EP2 - Embracing the Lifeline of Income Protection with Hanna McKallip and Charlotte Rogers
Apr 9 2024
SE1:EP2 - Embracing the Lifeline of Income Protection with Hanna McKallip and Charlotte Rogers
In today's episode Have you ever wondered about the moments that define our dedication to certain aspects of our lives? Hanna McKallip and Charlotte Rogers, two financial advisers with compelling personal connections to income protection, sit down with us to unpack why this topic is more than just a policy—it's a life raft in turbulent waters. Their stories are the cornerstone of our latest 'Let's Talk IP' episode, shining a light on the real-world implications of unforeseen events and the financial resilience income protection can provide.Next, we answer your questions in #AskIPTF - where you get the chance to ask your burning questions and big news, the IPTF Hotline is now open for your WhatsApp voice notes, so please do send them in via +44 7442 247280 or if you don't fancy leaving a voice note, you can email us on LetsTalkIPPodcast@gmail.com, or use the #AskIPTF on social. Finally, we have Matt's top tips, not one to miss - where Matt gives tips on not defaulting to short-term plans and bringing your conversations to life. We also touch on the IPTF's latest initiatives, including welcoming new advisors to our Task Force, inviting listeners to engage with us on our freshly minted Instagram page and this year's adviser survey (https://tinyurl.com/yenmxuay) so please go and complete that! Don't miss the collaborative wisdom and industry insights that are transforming the conversation around income protection—one episode at a time.Watch the 7 Families 10-year anniversary video - https://www.youtube.com/watch?v=q2C21wqOqJs📣 Connect with IPTF:The IPTF exists to raise awareness about the vital role that income protection plays in ensuring financial resilience for policyholders. Stay updated on the latest podcast episodes, up-to-date insight and market data, and insights from other advisers by connecting with the Income Protection Task Force on social media, using the following links:X @TheIPTFIPTF LinkedInIPTF.co.ukIP Task Force on InstagramAnd please do ask your questions and be part of the show using the hashtag #AskIPTF on social, or send us a vote note on WhatsApp on + 44 7442 247280 or send us an email - LetsTalkIPPodcast@gmail.comProduced and edited by SEA Studios
S1:EP1 - Fortifying Your Client's Finances with Expert Income Protection Advice
Mar 26 2024
S1:EP1 - Fortifying Your Client's Finances with Expert Income Protection Advice
Welcome to the inaugural episode of Let's Talk IP by the Income Protection Task Force, your bi-weekly fix of IP upskilling, to help you become the best adviser you can be.In today's episodeImagine securing your financial future with a shield so robust that life's unexpected twists can't dent your stability. That's the promise of income protection, a topic we explore thoroughly in our interview with Keiran Leeder a behavioural specialist turned mortgage and protection adviser. Keiran brings to the table heartwarming client stories and transformative experiences that spotlight the indispensable nature of income protection.Next, we answer your questions in #AskIPTF and for our very first episode, we have our wonderful 7 Advisers on the line to ask some burning questions along with special guest Gary Waters chiming in from Bali of all places, who discusses the integration of income protection in the home-buying process, emphasizing its role in not just acquiring, but maintaining the home of your dreams. Then finally, as we will on every episode of the podcast, Matt provides his insight in "Matt's Top Tips of the Week" - where he underscores the value of leaning on Business Development Managers for their expertise, stepping out of their comfort zones, and adopting a mindset that places informed advising at the heart of client interactions. Watch the 7 Families 10-year anniversary video - https://www.youtube.com/watch?v=q2C21wqOqJs📣 Connect with IPTF:The IPTF exists to raise awareness about the vital role that income protection plays in ensuring financial resilience for policyholders. Stay updated on the latest podcast episodes, up-to-date insight and market data, and insights from other advisers by connecting with the Income Protection Task Force on social media, using the following links:X @TheIPTFIPTF LinkedInIPTF.co.ukIP Task Force on InstagramAnd please do ask your questions and be part of the show using the hashtag #AskIPTF on social, or send us a vote note on WhatsApp on + 44 7442 247280 or send us an email - LetsTalkIPPodcast@gmail.comProduced and edited by SEA Studios
Let's Talk IP by the Income Protection Task Force (IPTF) - Coming Soon!
Mar 6 2024
Let's Talk IP by the Income Protection Task Force (IPTF) - Coming Soon!
Launching Tuesday 26th of March!Introducing "Let's Talk IP," presented by Matthew Chapman, The Protection Coach, proudly brought to you by the Income Protection Task Force (IPTF). Join us as we look beyond financial advice, focusing on income protection, a subject often overlooked but undeniably vital for financial resilience. 🎙️ About the Podcast:In each episode, Matthew Chapman, renowned as The Protection Coach, along with industry experts brings his expertise to the forefront, shining a spotlight on income protection. Whether you're a seasoned financial adviser or someone eager to enhance their financial literacy, "Let's Talk IP" is the go-to resource for understanding the importance of income protection in securing a stable financial future for clients. We’ll share powerful stories as well as simple techniques for refining your advice process and increasing your income protection sales.Join us as we look beyond financial advice, focusing on income protection, a subject often overlooked but undeniably vital for financial resilience.Whether you're a seasoned financial adviser or someone eager to enhance their financial literacy, we hope "Let's Talk IP" will be the go-to resource for understanding the importance of income protection in securing a stable financial future for clients.We’ll share powerful stories as well as simple techniques for refining your advice process and increasing your income protection sales.So don’t miss out on the conversation! Subscribe to "Let's Talk IP" on your favourite podcast platform to receive regular doses of expert advice and thought-provoking discussions. Empower yourself, empower your clients and "Let's Talk IP"Watch the 7 Families 10-year anniversary video - https://www.youtube.com/watch?v=q2C21wqOqJs📣 Connect with IPTF:The IPTF exists to raise awareness about the vital role that income protection plays in ensuring financial resilience for policyholders. Stay updated on the latest podcast episodes, up-to-date insight and market data, and insights from other advisers by connecting with the Income Protection Task Force on social media, using the following links:X @TheIPTFIPTF LinkedInIPTF.co.ukIP Task Force on InstagramAnd please do ask your questions and be part of the show using the hashtag #AskIPTF on social, or send us a vote note on WhatsApp on + 44 7442 247280 or send us an email - LetsTalkIPPodcast@gmail.comProduced and edited by SEA Studios