The Protection Academy

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The Protection Academy We show Mortgage Advisers how to dramatically increase their protection sales (Life, Critical Illness, and Income Protection), easily and permanently.

20/10/2026

In 25+ years of advising, this is the most powerful way I’ve ever explained income protection.

Most advisers try to explain features.

Deferred periods.
Definitions.
Percentages of income.

But clients don’t buy features.

They buy certainty.
They buy security.
They buy peace of mind.

If income protection isn’t landing with your clients, it’s usually because they don’t feel it.

Stories make people feel.

Try this with your next client and watch what changes.
Let me know how it goes 👇

InsuranceAdvice FinancialPlanning UKAdvisers AdviserLife ProtectionMatters

19/10/2026

Sometimes, improving your protection results isnt about learning more products, finding better quotes or becoming a better salesperson.

It’s about making a few simple changes to the way you present your advice.

Here are three things you can start doing differently tomorrow morning.

And number three? I see advisers doing this ALL the time!

15/10/2026

Ever had a client shut down the protection conversation with,

‘We’ve got great cover at work’
or
“We already got cover on this mortgage, so we don’t need advice”?

It’s frustrating, but here’s the thing—you don’t need to get into an uncomfortable conversation or give up hope.

In this video, I’ll share a simple, non-confrontational approach to turn those objections into opportunities and guarantee yourself a protection appointment.

It’s one of my favourites and easier than you think!

mortgageadvisorsuk mortgageadvisersuk protectionadviser protectionadvisers

25 years as a mortgage-only adviser.Never sold protection. Never wanted to.At 45+, he thought it was too late.Then his f...
14/10/2026

25 years as a mortgage-only adviser.

Never sold protection.
Never wanted to.

At 45+, he thought it was too late.

Then his firm needed him to sell protection.

So we built a simple process:

– No hard sell
– No pressure
– Just a structure that works

First 2 client meetings:

Both said yes to everything.
£7,038 in one day.

So, if you’ve been telling yourself:

“I’ve been doing this too long to change”
or
“It’s too late for me to learn this”

That’s not the truth.
The truth is… You just haven’t been shown the right way yet.


13/10/2026

It’s something advisers hear quite often.

In this video, I explain how to help customers understand the potential financial burden they’re placing on the people they love and show them the advantage of protection.


08/10/2026

…It’s already on your computer, and most advisers aren’t using it!

I found this video in my archives. It was only the sixth video I ever recorded (I’m now on number 560!).

Three years later, I’m still giving advisers exactly the same advice every week.

It’s simple, it’s effective, and it can make a huge difference to your protection appointments.

07/10/2026

These FOUR Simple Steps WILL Increase Your Protection Sales.
And you can apply them today.

1) Always tell the customer from the very start that your advice comes in two separate but equally important halves, the mortgage advice first, then the protection advice.

Failure to do this is what’s causing that awkward attempt to mention protection later on.

2) Always obtain accurate details of the existing cover. Sick pay, DIS, existing policies.

If you don’t push for this information, your advice will be built on quicksand and will be easy for your customer to wriggle out of.

3) Always lock in your protection appointment at the time you submit the mortgage.

The customer needs to know when they are coming back in for their protection.

Failure to do this will result in you getting ghosted by your customers.

4) Always work out your recommendation before you see your customer. You need to know exactly what you’re going to say.

You need to sound as confident about your protection advice as you do about your mortgage advice.

Ask yourself, honestly, how many of these are you doing at the moment?

If you add these four simple principles to your interviews, your protection sales will definitely increase.

It doesn’t need to be rocket science.

mortgageadviser mortgageadvisors mortgageadvisorsuk mortgageadvisersuk protectionadviser protectionadvisers protectionbroker protectionbrokers

06/10/2026

IP declined. What now?

You’ve tried the main providers, explored the options, and still can’t get suitable cover for your customer.

Does the conversation stop there?
It doesn’t have to.

In this video, I explain where Accident & Sickness cover can help, and what you need to watch out for.

I’ve also put together a free adviser guide covering the provider options. Link in the comments.

05/10/2026

A customer tells you they already have Death in Service through work.
What do you say next?

A lot of advisers immediately start pointing out the weaknesses:

“You could lose it if you change jobs...”

And although that might be true, it can instantly make the conversation feel like you’re trying to sell them something.
There’s a much better way to handle it.

In this video, I’ll show you how to respond in a way that puts the customer at ease, builds trust and actually puts you in a stronger position when it comes to giving your advice.

I hope it helps.

mortgageadviser mortgageadvisors mortgageadvisorsuk mortgageadvisersuk protectionadviser protectionadvisers protectionbroker protectionbrokers

01/10/2026

Mortgage Advisers referring to Protection Advisers - From Awkward to Effortless

Most customers see the mortgage adviser as the “hero” — but when you introduce your protection colleague as an equal expert from the start, you flip the script.

In today’s video I show you how to do this.

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