Cover that Fits – Comprehensive Protection Built on What Matters – Menu & Multi-Benefit Plans episode artwork

EPISODE · Jul 3, 2025 · 48 MIN

Cover that Fits – Comprehensive Protection Built on What Matters – Menu & Multi-Benefit Plans

from Let's Talk Income Protection · host Income Protection Task Force

In the latest episode of Let’s Talk Income Protection, Matt and Stevie dive into the rise of menu plans. More advisers are recommending combinations of products like life, critical illness, and income protection together. To help us dive into this topic this month, we’ve got two fantastic guests joining us today, firstly Zoe Mears from iPipeline to dig into what the latest data is telling us about trends in this space and then we speak to Gemma Sawyer from Switch Financial Services to get a real-world view from the adviser side.  Income protection usage is growing significantly, with multi-benefit plans showing a strong upward trend as advisers deliver more comprehensive protection recommendations to clients. Listen now to learn more about:  • How income protection sales up 15% year-on-year, with even stronger growth in multi-benefit structures • Why multi-benefit plans now account for 33.7% of all applications through iPipeline • Why income protection now features in half of the top 10 multi-benefit combinations, up from 30% last year • How short-term income protection with 4 and 13-week deferred periods dominates multi-benefit plans📣 For More Education, Collaboration and Insight:IPTF WebsiteIPTF on LinkedInIPTF on YouTubeIP Task Force on InstagramIPTF on TikTokProduced and edited by SEA Studios

Episode metadata supplied by the publisher feed · Published Jul 3, 2025

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In the latest episode of Let’s Talk Income Protection, Matt and Stevie dive into the rise of menu plans. More advisers are recommending combinations of products like life, critical illness, and income protection together. To help us dive into this topic this month, we’ve got two fantastic guests joining us today, firstly Zoe Mears from iPipeline to dig into what the latest data is telling us about trends in this space and then we speak to Gemma Sawyer from Switch Financial Services to g...

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Cover that Fits – Comprehensive Protection Built on What Matters – Menu & Multi-Benefit Plans

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