Protect and Provide: Customer-Centric (and Compliant) Insurance Sales

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This book is NOT for self-centred people, managers and companies focused on selling more insurance products.

You are villains.

This is for the heroes in the insurance industry. Those truly committed to protecting their customers. Those investing in their relationships and taking responsibility for ensuring customers and loved ones will be provided for. Those more committed to educating and understanding than they are to selling and commission. Those that chase financial success through the good they do for others.

This is the customer centric way. It’s not the easy or the quick way. But for those committed to the Protect and Provide Pledge, it is the best way.

And 20 years of consulting in over 25 countries has proven its the most profitable way.

Protect and Provide will challenge every aspect of the way you sell insurance. You’ll learn everything you need to know (and ask), to transform selling insurance products into helping people buy the right cover. You’ll throw away the pitch and commit to insurance conversations that motivate the right decisions. You’ll learn how to ethically influence people without advice and without the need for hard closes and objection handling.

This is your guide to personal and financial success in the insurance industry.

Insurance hero or villain?