Let's Talk Income Protection is back for Season 2 and we're bigger and better than ever. Bigger episodes, bigger insight and even more Matt Chapman plus a new co-host, Stevie Arnoldi from SEA Studios, the new Content Associate for the IPTF.

In this month's episode, we focus on Mindset and Time to Talk Day, the nation’s biggest mental health conversation. It’s a day for friends, families, communities and workplaces to come together to talk, listen and change lives which is run by Mind and Rethink Mental Illness.

Do you ever catch yourself assuming clients will say no before you’ve even had the conversation? Your mindset could be the biggest factor holding you back from success in Income Protection. In this episode, we break down the biggest mindset traps advisers fall into and how to reframe them for better results.

We're also joined by an expert guest, Anish Patel from Aniche Mortgages to discuss his mindset journey from an "ok" to a "confident and assured" adviser before answering your questions and providing you with actionable advice to improve your mindset and skills.

So if you want to:

• Improve your mindset in financial advice
• Overcome objections when advising on insurance
• Improve your Income protection advice strategies

This is the podcast for you! 

Got a mindset trap you’ve struggled with? Let us know! Drop us a message on the links below or tag us on LinkedIn (@IPTF) with your thoughts. Don’t forget to subscribe for more expert insights!

Links from the episode:

Anish Patel Mortgages on Instagram

📣 Send the podcast your questions, thoughts or advice to feature on a future episode via:

Voice notes via SpeakPipe
Or email [email protected]

📣 For More Education, Collaboration and Insight:

IPTF Website
IPTF on LinkedIn
IPTF on YouTube
IP Task Force on Instagram

Produced and edited by SEA Studios

Hey everyone! Let’s Talk IP is back, and this time, we’re taking things up a notch. That’s right—Season 2 is here, and we’ve got some BIG changes coming your way!

We’ve refined the format, we’re diving deep into real conversations that matter. We’re still bringing your expert insights on Income Protection, but now we’re exploring one key topic per episode. We’re breaking it down, challenging the norms, and making sure you leave every episode with actionable advice.

For Season 2, we’re making it easier to send us your thoughts and questions, head on over to SpeakPipe.com/letstalkIPPodcast to send your voice notes or email us at [email protected]

So start sending us your thoughts and questions. It takes seconds, and you could be featured in an upcoming episode!

Let’s Talk IP is now longer and more in-depth! We’re going monthly, with episodes running between 45 to 55 minutes. You can expect a new episode every first Thursday of the month for the rest of the year—so mark your calendars!

So, subscribe now and get ready—Season 2 of Let’s Talk IP kicks off on Thursday, February 6th 

📣 Send the podcast your questions, thoughts or advice to feature on a future episode via:

Voice notes via SpeakPipe
Or email [email protected]

📣 For More Education, Collaboration and Insight:

IPTF Website
IPTF on LinkedIn
IPTF on YouTube
IP Task Force on Instagram

Produced and edited by SEA Studios

In this special mid-season bonus episode, guest host producer Stevie is here to showcase Matt's Top Tips from Season 1, episodes 5 to 8. These episodes are jam-packed with excellent advice from regular hosts and "The Protection Coach" Matthew Chapman, so get stuck in and caught up ahead of Season 2.

We are also asking for your thoughts for season 2 as well, as we want to make the podcast the best it can be for season 2, please fill out this survey to support us, it all helps!

📣 Send the podcast your questions, thoughts or advice to feature on a future episode via:

Voice notes via SpeakPipe
Or email [email protected]

📣 For More Education, Collaboration and Insight:

IPTF Website
IPTF on LinkedIn
IPTF on YouTube
IP Task Force on Instagram

Produced and edited by SEA Studios

In this special mid-season bonus episode, guest host producer Stevie is here to showcase Matt's Top Tips from Season 1, episodes 1 to 4 which are jam-packed with excellent advice from regular host and "The Protection Coach" Matthew Chapman.

We are also asking for your thoughts for season 2 as well, as we want to make the podcast the best it can be for season 2, please fill out this survey to support us, it all helps!

📣 Send the podcast your questions, thoughts or advice to feature on a future episode via:

Voice notes via SpeakPipe
Or email [email protected]

📣 For More Education, Collaboration and Insight:

IPTF Website
IPTF on LinkedIn
IPTF on YouTube
IP Task Force on Instagram

Produced and edited by SEA Studios

In the Season 1 finale:

We speak to Andrew Russell, a mortgage adviser and protection specialist. They discuss the importance of income protection and how to have meaningful conversations about protection with clients. Andrew emphasises the need for financial education and transparency when talking about taboo topics like death and illness.

In #AskIPTF this week, we’ll answer some of your burning questions about choosing the right provider and Matt's tips on reaching the rental market.

And of course, we finish with Matt's Top Tips of the Week with Matt providing 4 top tips this week!

📣 Send the podcast your questions, thoughts or advice to feature on a future episode via:

Voice notes via SpeakPipe
Or email [email protected]

📣 For More Education, Collaboration and Insight:

IPTF Website
IPTF on LinkedIn
IPTF on YouTube
IP Task Force on Instagram

Produced and edited by SEA Studios

In today's episode

We speak to Ollie Basnett from New Homes. Together, we uncover why income protection should be a top priority for clients, especially when purchasing a new home. 

In #AskIPTF this week, we’ll be answering some of your burning questions with questions on ASU policies and Executive Income Protection

And of course, we finish up with Matt's Top Tips of the Week, covering simplification, the use of stories and prioritisation.

📣 Send the podcast your questions, thoughts or advice to feature on a future episode via:

Voice notes via SpeakPipe
Or email [email protected]

📣 For More Education, Collaboration and Insight:

IPTF Website
IPTF on LinkedIn
IPTF on YouTube
IP Task Force on Instagram

Produced and edited by SEA Studios

In today's episode

What if you could seamlessly incorporate income protection into every financial plan you develop? Join us on this episode of "Let's Talk IP" as we chat with Sarah Parkin from Hollybeck, a seasoned expert whose journey from TSB Bank to the Mortgage Advice Bureau has made her a passionate advocate for income protection. Sarah shares her extensive knowledge on transforming income protection from a separate product to an integral part of financial advisory, offering a fresh perspective on how to enrich client relationships and improve their financial resilience.

In #AskIPTF this week, Matt answers burning questions on clients refusing protection after sorting out their mortgage and overcoming issues around exclusions on Income Protection. 

Then,  in Matt's Top Tips of the Week - Matt delves into income stress testing with clients, embedding it into the advice process, leaning into the value and continuous professional development.  

📣 Send the podcast your questions, thoughts or advice to feature on a future episode via:

Voice notes via SpeakPipe
Or email [email protected]

📣 For More Education, Collaboration and Insight:

IPTF Website
IPTF on LinkedIn
IPTF on YouTube
IP Task Force on Instagram

Produced and edited by SEA Studios

In today's episode

Unlock the psychological secrets behind selling income protection with this eye-opening episode featuring Julie Botha, Sales Training & Academy Manager from Vitality. Storytelling isn't just for bedtime; it's a powerful tool that can reshape how we talk about insurance with clients. 

Tap into the shared wisdom of our conversation, where we explore how to turn client discussions into narratives highlighting the value of security and investment in their future. Discover the methods that will help you move past technical jargon and create a compelling vision of protection that resonates with clients' deepest needs and values.

Matt then provides his top tips after his conversation with Julie covering: bringing up protection at the earliest opportunity, selling the problem, not the solution and ask the question "walk me through..."

As mentioned in the podcast, the 7 Families' 10-year anniversary is now out, please watch these powerful stories by using the link below.  

📣 Send the podcast your questions, thoughts or advice to feature on a future episode via:

Voice notes via SpeakPipe
Or email [email protected]

📣 For More Education, Collaboration and Insight:

IPTF Website
IPTF on LinkedIn
IPTF on YouTube
IP Task Force on Instagram

Produced and edited by SEA Studios

In today's episode

We celebrate the 10-year anniversary of the 7 Families Project's legacy, a collaborative effort that has shifted perceptions and provided tangible support to families in need. With insights into the project's conception and its enduring influence from our guest today, Karin Lloyd.

In #AskIPTF this week, we highlight a couple of posts we enjoyed from two of our 7 advisers on LinkedIn. We have questions on tackling universal credit objections and unblocking the biggest thing stopping advisers from recommending IP - please use the phone number or links below to send in your questions.

Matt then provides us with his top tips on focusing on what's important to the client and using language that makes sense to them. 

📣 Send the podcast your questions, thoughts or advice to feature on a future episode via:

Voice notes via SpeakPipe
Or email [email protected]

📣 For More Education, Collaboration and Insight:

IPTF Website
IPTF on LinkedIn
IPTF on YouTube
IP Task Force on Instagram

Produced and edited by SEA Studios

In today's episode

What would you do if you became ill and couldn't work, how would you protect and look after your family without your regular income? This would have been Damian Bamford's problem if he hadn't taken the advice of Tracey Boyd of Mortgage Hub Expert.

Hear his inspiring journey through adversity to stability as we delve into Damian's personal account of overcoming a health scare, and how Tracey's guidance and a robust policy provided a financial lifeline. Their story is a vivid reminder that life's uncertainties need not spell disaster with the right planning in place while reminding us advisers "This is why we do this"

We answer your questions in #AskIPTF - where you get the chance to ask your burning questions - to send in your questions please use the phone number or links below.

Matt then provides us with his top tips on building financial resilience for your clients over "Selling" and overcoming objections.

And please complete this year's adviser survey (https://tinyurl.com/yenmxuay) so please go and complete that! 

📣 Send the podcast your questions, thoughts or advice to feature on a future episode via:

Voice notes via SpeakPipe
Or email [email protected]

📣 For More Education, Collaboration and Insight:

IPTF Website
IPTF on LinkedIn
IPTF on YouTube
IP Task Force on Instagram

Produced and edited by SEA Studios