The Course - Personal Protection Academy

BE AN

INDUSTRY HERO

Designed by protection advisers for protection advisers

Discover the course

THE COURSE

THE WHY

YOUR PACKAGE

MEET THE EXPERT

THE COURSE

*Course for Appointed Representatives excludes the non-indemnity commission module (part 18)

This course has been CPD accredited by the CPD Certification Service, the world’s leading and largest CPD accreditation organisation across all industries.

Section 1: Financial security for your clients and their loved ones

1. Why buy personal protection?

Financially protect your clients and their loved one’s future

Section 2: Reframe your mindset and up your game

2. Creating a positive mindset

We all experience ups and downs that affect us in so many ways.

3. 6 steps to help control negative anxiety

Some quick fixes and steps to get our heads into gear, each time we hit a low and need to bounce back.

4. The circle of confidence

A visual representation how to create a confident mindset.

5. Love what you do with a passion

Focussing on what you love and your good points for business success.

Section 3: How to create more referrals and new business

6. Know your client and engage for referrals

Following a proven process to start generating referrals.

7. BE-ROAD. 7 foundations of business success

Lean into relationship selling to create more new business and referrals.

8. BE-ROAD-P. Why should you love problems?

Reframe your mindset and thinking, for better results.

Section 4: Identifying your target market and building long-term relationships

9. Satsified clients Vs loyal clients

Following a proven process to start generating referrals.

10. Creating connections, introducing and building relationships

How to build a quality business via quality introductions.

Section 5: Game changing tools and techniques for success

11. The three “4s”

Taking massive action – Goals to aim for to stretch you.

12. Success lives in the land of failure

Finding your niche for long term success.

13. The positive “NO”

Your top 10 objections – Clients don’t need to feel pressurised.

14. The three “Cs”

The CPN Referral Methodology – Your proven process to create clients continuously.

Section 6: Why people buy from you? Powerful story telling

15. Telling stories: Buying with emotion and justifying with logic

Understand why clients respond better to story telling.

Section 7: Sales tips and back office processes for better results

16. My top tips for selling success

Caring for your clients as an expert adviser.

17. Applications, administration and non-disclosure

Why excellent processes will help you achieve better results.

Section 8: Securing your long term financial success

18. Commision options and the long game*

Securing your financial success.

Section 9: Continually improving what you do and how you do it

19. Dissatisfaction surveys

A idea to improve what you do and how you do it.

20. CPD and ongoing training and development

Develop and invest in yourself.

YOUR INVESTMENT

CHOOSE A PACKAGE TO SUIT YOU

1-2 advisers

Up to 9 advisers

Up to 29 advisers

Up to 49 advisers

50+ advisers

1-2 advisers

£497.00

Your ROI: Write one additional £25 per month, 25 year level term assurance policy will covers the cost of one adviser buying the course.

This is an annual subscription product paid in advance on a yearly basis until cancelled. Cancel anytime from the account management page. Contact our finance department at hello@personalprotection.academy for more info

Total price for category of advisers. Price paid annually and include VAT.

Directly Authorised Advisers Appointed Representatives

Up to 9 advisers

£1647.00

Your ROI: Write one additional £85 per month, 25 year level term assurance policy covers the cost of up to 9 advisers buying the course.

This is an annual subscription product paid in advance on a yearly basis until cancelled. Cancel anytime from the account management page. Contact our finance department at hello@personalprotection.academy for more info

Total price for category of advisers. Price paid annually and include VAT.

Directly Authorised Advisers Appointed Representatives

Up to 29 advisers

£2,497.00

Your ROI: Write one additional £125 per month, 25 year level term assurance policy covers the cost of up to 29 advisers buying the course.

This is an annual subscription product paid in advance on a yearly basis until cancelled. Cancel anytime from the account management page. Contact our finance department at hello@personalprotection.academy for more info

Total price for category of advisers. Price paid annually and include VAT.

Directly Authorised Advisers Appointed Representatives

Up to 49 advisers

£3,247.00

Your ROI: Write one additional £162 per month, 25 year level term assurance policy will cover the cost of up to 49 advisers buying the course.

This is an annual subscription product paid in advance on a yearly basis until cancelled. Cancel anytime from the account management page. Contact our finance department at hello@personalprotection.academy for more info

Total price for category of advisers. Price paid annually and include VAT.

Directly Authorised Advisers Appointed Representatives

50+ advisers

Price on application

Leave your details below to apply for your bespoke package.

This course has been CPD accredited by the CPD Certification Service, the world’s leading and largest CPD accreditation organisation across all industries.

FIND OUT WHY

THIS COURSE IS A GAME CHANGER

Selling personal protection insurance is a rewarding career. But there are challenges to be met on the way. By investing in your advisers’ self-development, mindset and business skills, you’re also investing in the integrity and future-proofing of your business as whole.

You want your advisers to understand the products but also, to build trust with clients and customise solutions to meet their needs. Armed with the techniques to achieve this, they can effectively help individuals and families protect their financial futures.

Your advisers’ successes needs to be measured not only by the number of policies they sell, but also, by their ability to control their own anxieties and stress-levels, enjoy their work more, build long-term relationships, create referrals and develop their skills to positively impact their clients’ lives.

Created by protection advisers for protection advisers, this unique and easy-to-watch 80 minute e-learning course teaches the Art of Selling Personal Protection. It’s packed with useful tools, tips and techniques advisers can practise and implement for immediate results.

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Our advisers are writing higher levels of quality protection business and regularly use the referral techniques and practical tools Graeme shares. Our team of advisers are more confident in their own abilities with a renewed sense of achievement. The videos are short and to the point, we highly recommend this course.

– Oliver Scott – Expert Mortgages

MEET YOUR INSTRUCTOR

GRAEME GODFREY

Graeme Godfrey is a Positive Mindset Coach, Business Adviser, Mentor and Trainer. He enjoyed a successful career in the Financial Services Industry and often talks fondly about his experiences, stories and memories selling insurance spanning almost three decades, eventually selling out in 2015 to his biggest competitor.

Since then, he has coached many entrepreneurs, business owners & founders, CEOs, teams, organisations in many industries, including insurance, media and music, helping them transform their lives and careers to achieve the heights and continued success they are truly capable of achieving.

A ‘no-nonsense’ guy, Graeme tells it like it is. His communicative, empowering and calm approach inspires so many that are fortunate to work with him.

Graeme is often told that he appears in people’s lives at exactly the right time. Recently he has focused much of his attention on coaching and mentoring insurance advisers in the protection industry to build highly successful and profitable businesses, using his proven techniques that are effective, powerful, relationship-based and with practice, simple to master.

Graeme offers ground-breaking and emotive one to one experiences designed to get your life back on track and kickstart your positive journey. An inspiring learning journey, coupled with a wealth of tools and techniques, to challenge and empower you.

1:1 or group coaching is available with Graeme on request.

DISCOVER HOW GRAEME CAN HELP YOU