Gerry Warner

Gerry Warner discusses finding new customers in his latest blog

by Gerry Warner 11/11/10 Category: Comment

At a time when mortgages are harder to come by and intermediaries are being ‘encouraged’ to revisit those clients who didn’t protect their mortgage first time round, much has been said about diverting attention to other protection segments.  One such segment is business protection – although much of the promotion centres around the obvious gap that exists, alongside the various customer needs. How though, to find the clients in the first place? This could mean looking at an existing client bank and especially for features that stand out – employment status, occupation and existing plans.  A second option is through…
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Gerry Warner, Protection Development Manager, Zurich UK Life

by Gerry Warner 15/07/10 Comment

Gerry Warner, Protection Development Manager, Zurich UK Life suggests that the time is ripe for reminding customers of the need for Protection I guess I’m in a state of confusion at the moment. On the one hand, there appears to be a plethora of new mortgage deals coming to market; some quite innovative, albeit with most requiring a substantial deposit. Wasn’t May the busiest month for mortgage activity for some time? And yet I’m hearing (if not actually experiencing it personally) that protection sales are decreasing, that mortgage advisers are saying that the market is stagnant with people scared to…
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