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Catch up with the latest press releases from LV=

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Mortgage & Lifestyle Protection Marketing Toolkit

Press release: 09/02/2009

Protection specialist LV= has created a Marketing Toolkit to help financial advisers revisit their existing clients.

The toolkit has been designed to help advisers generate reviews with their existing clients, at a time when numbers of new mortgage customers are at a low. It focuses on the superior cover offered by Mortgage & Lifestyle Protection, a product designed to address the issues associated with traditional Mortgage Payment Protection Insurance (MPPI).

Switching to Mortgage & Lifestyle Protection could benefit customers who have traditional Mortgage Payment Protection Insurance (MPPI) products who may benefit from a superior product, and also those who currently have no protection who require cover for mortgage payments and/or living expenses, helping to close the protection gap.

The new LV= Mortgage & Lifestyle Protection Marketing Toolkit includes:

  • Adviser guide – ‘Making the most of Protection':

    a step by step guide on how to market to clients and use LV= materials. LV= has also provided information on how to review the benefits of Mortgage & Lifestyle Protection against traditional MPPI policies.

  • Customer brochure – ‘You'll love Mortgage & Lifestyle Protection':

    a high-quality brochure for advisers to send to their clients. LV= will provide as many advisers require, free of charge.

  • Letters and emails

    – LV= has produced a range of letters and emails that advisers can send to their clients (along with the customer brochure, to generate interest). They can be tailored for financial advisers to use with different clients, to help with correct targeting and ensure the best response.

Chris McFarlane, Head of Protection at LV= comments:

"Our new Mortgage & Lifestyle Protection Marketing Toolkit is another example of our commitment to financial advisers in the challenging climate. There are a number of reasons for advisers to revisit clients. For example, ensuring their clients' protection needs have been met, providing them with an ongoing quality service, and of course generating a new income stream for advisers during these difficult times. Mortgage & Lifestyle Protection is an innovative, high quality product which suits the needs of customers in today's environment. Now is a great opportunity for advisers to review their existing clients' requirements – clients will benefit from superior1 cover, and advisers by stimulating business for themselves. Advising existing customers, as well as new ones, is vitally important.

"Customers with existing MPPI protection can also benefit from our ‘recession-proof protection' special offer. The initial 60 day unemployment claim exclusion for customers who replace their existing unemployment cover with LV='s innovative Mortgage & Lifestyle Protection cover has been removed. This means that, until 31st March 2009, advisers can switch their clients into a five star rated product with the peace of mind that there will be continuity of unemployment cover, which we recognise is fundamental in the current climate."

For more information, and to download letters and emails, or order brochures, visit Full details of the 60 day unemployment claim exclusion special offer terms and conditions are available at

  1. Source: Opinium Research. Total sample size was 2,000 UK adults. Fieldwork was carried out online, between 29 – 31 October 2008.


  • LV= is a registered trademark of Liverpool Victoria Friendly Society Limited (LVFS) and LV= is a trading style of the Liverpool Victoria group of companies. The new LV= brand identity was launched in March 2007.

  • LV= employs more than 3,700 people, serves more than 3.6 million customers and members, and manages around £7 billion on their behalf. We are also the UK's largest friendly society (Association of Friendly Societies Year Book 2006/2007, Total Net Assets) and a leading mutual financial services provider.

  • Liverpool Victoria Friendly Society Limited is authorised and regulated by the Financial Services Authority and entered on the Financial Services Authority Regiser No. 110035. LVFS is a member of the ABI, AMI, AFS and ILAG. Registered address: County Gates, Bournemouth BH1 2NF.