Position Protection Advantage as an advisor value-add that gives clients extra support during application preparation, underwriting expectations, follow-up, and case movement.
Designed to help advisors provide a smoother protection planning experience without carrying every operational detail alone.
Gives clients a clearer understanding of the process and another resource while the case moves through underwriting.
These cards can link to PDFs, email templates, advisor talking points, and client-facing preparation guides.
Advisor-facing summary explaining the value of the program and when to use it.
Prewritten email introducing the support team and explaining next steps to the client.
Client-facing guide for what to expect during phone interviews, records requests, and follow-ups.