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SE1:EP2 - Embracing the Lifeline of Income Protection with Hanna McKallip and Charlotte Rogers
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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.
Sign up to IPAW 2024!
- Monday 23rd September - "The case for income protection – mindset matters"
- Tuesday 24th September - "How to sell less income protection - common mistakes and how to avoid them"
- Wednesday 25th September - "How to grow your business – knowing your clients"
- Thursday 26th September - "The business of protection – preparing advisers to excel"
- Friday 27th September - "Delivering value - the full package"
📣 Connect with IPTF:
X @TheIPTF
IPTF LinkedIn
IPTF.co.uk
IP Task Force on Instagram
Produced and edited by SEA Studios
Chapters
1. SE1:EP2 - Embracing the Lifeline of Income Protection with Hanna McKallip and Charlotte Rogers (00:00:00)
2. Intro (00:00:09)
3. Coming up on today's show (00:01:44)
4. Interview with Hanna McKallip and Charlotte Rogers (00:02:34)
5. #AskIPTF (00:29:52)
6. Matt's Top Tips of The week! (00:36:03)
7. IPTF News and Outro (00:40:50)
9 episodes
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