The Wealthy Advisers Club founder launches ‘The Life Insurance Playbook’
The Life Insurance Playbook is designed as a practical guide for advisers working across mortgage broking, protection advice, wealth management and estate planning.
A new book aimed at helping financial advisers improve protection conversations and increase life insurance sales has been launched by Terry Blackburn, founder of The Wealthy Advisers Club.
The Life Insurance Playbook is designed as a practical guide for advisers working across mortgage broking, protection advice, wealth management and estate planning.
The book sets out systems, scripts and sales strategies intended to help advisers improve client engagement and increase revenue from protection products.
According to Blackburn, the book focuses on practical frameworks rather than theoretical sales techniques.
It outlines processes and behavioural approaches developed through client meetings and brokerage environments, including templates and scripts designed to support advisers during protection discussions.
The book also introduces what Blackburn describes as the “15 fundamentals of high-performance sales”, alongside a six-step sales process designed to structure protection conversations with clients.
The publication comes as The Wealthy Advisers Club reaches a milestone of 1,500 members.
The organisation provides training and support for advisers seeking to improve protection advice and business performance.
Blackburn said: “The aim of the book is simple: to help advisers protect more families while increasing conversions, revenue per appointment and long-term business value.
“Reaching 1,500 members in The Wealthy Advisers Club at the same time as launching this book is incredibly rewarding.
“It shows there is a huge appetite from advisers for practical, real-world systems that help them have better protection conversations and grow stronger businesses.”
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