The £60K Claim That Almost Went Unnoticed

A £60,000 protection payout, discovered more than 10 years after a cancer diagnosis. What happens when clients don't even realise they're entitled to claim? In this episode of The New Leaf Podcast, Season 2, CEO Dan Hobbs is joined by James McClure from Ballymena Mortgage & Financial Services to discuss his journey from protection and mortgage advice into becoming an Independent Financial Adviser (IFA). James shares real-life examples of how protection insurance has made a difference to his clients, including a £50,000 payout following a teenager's serious car accident and a £60,000 critical illness claim that had gone unnoticed for a decade. Beyond protection, they explore the challenges of transitioning from mortgage adviser to IFA, the importance of mentorship and adviser support, and James's experience of buying out a retiring adviser to take full ownership of his business. **In this episode:** - The £60,000 critical illness claim discovered 10 years later - How a £50,000 protection payout helped a family following a serious accident - Moving from mortgage adviser to Independent Financial Adviser - Why protection insurance should be part of the financial planning conversation - Buying an established financial advice business from a retiring adviser - The importance of client relationships and face-to-face financial advice - How IFA network support and paraplanning help advisers grow - Opportunities for financial advisers within Northern Ireland's farming community Whether you're a mortgage broker looking to expand into financial advice, an established IFA or considering purchasing an existing advice business, this episode offers practical insights into growing a business while making a genuine difference to clients. **Thinking about growing your financial advice business?** Discover how New Leaf Distribution supports mortgage brokers and Independent Financial Advisers: www.newleafdistribution.co.uk *The New Leaf podcast is for people turning over a new leaf in financial advice. Learn more about how New Leaf Distribution supports advisers at* www.newleafdistribution.co.uk