A playbook for mortgage brokers
Protect the loan, protect the client
A playbook on turning the life insurance checkbox into a conversation that protects your clients and your trail book.
What brokers take away from this playbook
Six chapters. One process. Built to fit how mortgage brokers already run loan files.
1
Spot the silent risk in every file
How to tell which settled loans are one bad month from defaulting, and why the window to protect a client closes fast after settlement.
4
Turning “No” into “Not yet”
What to say when you hear "too expensive," "I've got cover in super," or "I'll never use it." This keeps the door open without being pushy.
2
Weaving life insurance in naturally
Life insurance isn't a separate product to sell. It's part of the loan you already worked hard to secure. Here's how to make it part of your process.
5
Real claims that show the real risk
Three scenarios many face (heart attack, accident, cancer diagnosis) and the claims data behind them. Real-world examples that show clients what's at stake.
3
15 natural conversation starters
Ready-to-use openers for before the application, during the loan process, and after settlement. Plus how to hear the opening a client gives you.
6
The referrals you can't buy
How one honest conversation changes the type of referrals you get. The difference between "she got me a great rate" and "she actually cares."
1
Spot the silent risk in every file
How to tell which settled loans are one bad month from defaulting, and why the window to protect a client closes fast after settlement.
2
Protection, timing, trust
Life insurance isn't a separate product to sell. It's part of the loan you already worked hard to secure. Here's how to make it part of your process.
3
15 natural conversation starters
Ready-to-use openers for before the application, during the loan process, and after settlement. Plus how to hear the opening a client gives you.
4
Turn “No” into “Not yet”
What to say when you hear "too expensive," "I've got cover in super," or "I'll never use it." This keeps the door open without being pushy.
5
Real claims that make the risk real
Three scenarios many face (heart attack, accident, cancer diagnosis) and the claims data behind them. Real-world examples that show clients what's at stake.
6
Referrals you can't buy
How one honest conversation changes the type of referrals you get. The difference between "she got me a great rate" and "she actually cares."
The Broker's Hidden Superpower
Referrals don't just come from better rates, but from being the broker clients remember looking out for their family.
