Protection sales guide launched as Wealthy Advisers Club passes 1,500 members

A new book aimed at helping advisers improve protection sales has been launched as The Wealthy Advisers Club reports growing membership across the financial advice community.

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A new book designed to help financial advisers sell more life insurance and protection products has launched on Amazon.

The Life Insurance Playbook, written by Terry Blackburn, founder of The Wealthy Advisers Club, sets out practical systems, scripts and strategies intended to help advisers improve their protection conversations and strengthen business performance.

Aimed at mortgage brokers, protection advisers, wealth advisers, estate planners and financial services professionals, the book provides a structured guide to building a more consistent approach to protection sales.

Unlike many sales-focused titles that emphasise theory, the book focuses on practical frameworks and tools that advisers can apply directly within client meetings.

It draws on sales systems and behavioural psychology that Blackburn says have been tested across thousands of client appointments and implemented within brokerage teams.

The book outlines 15 fundamentals of high-performance sales, including a six-step sales process designed specifically for protection conversations.

It also includes scripts, templates and operational frameworks intended to help advisers improve client engagement and increase the value generated from each appointment.

The launch coincides with a milestone for The Wealthy Advisers Club, which has recently reached 1,500 members.

Blackburn (pictured) 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.”

The Life Insurance Playbook is available via Amazon.

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