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.

Published on

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.

BEHAVIOURAL PSYCHOLOGY

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.

Read more about Terry Blackburn and The Wealthy Advisers Club HERE.

COMMENT ON MORTGAGE SOUP

We want to hear from you!
Leave a comment and get the conversation started.
You need to register to post, so please login or sign up below.

Latest articles

Second charge mortgage lending volumes dip for first time in more than a year

New business volumes in the second charge mortgage market fell by 1% in May,...

Building Societies Association signs Mortgage Industry Mental Health Charter

The Building Societies Association has become the latest organisation to sign the Mortgage Industry...

Sprive urges first-time buyers to plan ahead as Leeds launches 2% deposit mortgage

Sprive has welcomed Leeds Building Society's new 98% loan-to-value mortgage but says borrowers should...

Leeds launches 98% LTV mortgage aimed at widening access for first-time buyers

Leeds Building Society has introduced a new 98% loan-to-value mortgage designed to help more...

Uinsure secures exclusive Lloyds Bank General Insurance panel deal for advisers

Uinsure has added Lloyds Bank General Insurance to its home insurance panel in an...

Latest publication

Other news

Second charge mortgage lending volumes dip for first time in more than a year

New business volumes in the second charge mortgage market fell by 1% in May,...

Building Societies Association signs Mortgage Industry Mental Health Charter

The Building Societies Association has become the latest organisation to sign the Mortgage Industry...

Will we look back at Q2 as the most stable quarter of 2026?

The first half of 2026 has reminded us how quickly sentiment can change within...