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Why do we need protection?

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Richard Kateley, Head of Intermediary Development, Legal & General
Liam Richards, Head of Sales, Owl Financial

There are events in life we all face that have the potential to wreck lives and families. We tend to see people insuring their pets, homes or cars over themselves or their family. But why is this?

It's a difficult issue to think about but advisers need to help their clients understand the impact they could face if they do not have protection.

With a little foresight and planning you can help your clients protect themselves and their loved ones for unforeseen events.

Join our expert panellist who will be discussing:

  • why offering protection to your client is so important
  • what protection policies are available
  • why protection is a great way to showcase your knowledge and bring in new business for you and your company.

Richard Kateley, Head of Intermediary Development, Legal & General
Liam Richards, Head of Sales, Owl Financial

Richard Kateley
Richard joined Legal & General in 1987 and in this time have done an awry of roles for the company from Administration Clerk to Key Account Director for some of the leading IFA Networks and service providers. He was worked in the pension and investment space, including a short period at Cofunds (a platform management company) but his real passion is for protection, which he has focused on since 2008.

In 2014 he took over the role of Head of Specialist Protection. His objective was to grow the business protection market as a whole by helping advisers develop their knowledge, business models and giving them the tools to highlight the risks to their corporate clients. In 2016 he was made Head of Intermediary Development were his focus is to do for the whole protection market what his team did for the Business Protection Market. To share his passion for protection and grow the protection market by getting more advisers to talk to more of their clients about their protection needs.

Liam Richards
Liam has a wealth of experience in protection, mortgages and wealth. Before joining Owl Financial in November 2019, he has held senior positions in St James Place, Nationwide Building Society and HSBC.

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The London Institute of Banking & Finance event - Why do we need protection?

Dear ,

saw this event and thought you may be interested...
Event title: Why do we need protection?
Start date: Tuesday 29 September 2020
Pricing: This webinar is free to attend.
Speaker(s): Richard Kateley, Head of Intermediary Development, Legal & General
Liam Richards, Head of Sales, Owl Financial
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