Life Insurance Playbook launched by The Wealthy Advisers Club

The book focuses on strategies to increase sales of protection products. 

Related topics:  Launch,  life insurance
Lucy Whalen | Editorial Assistant, Protection Reporter
10th March 2026
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The Wealthy Advisers Club has announced the launch of a new book, The Life Insurance Playbook, which aims to outline the practical systems, scripts and strategies that can help financial advisers consistently sell more life insurance and protection products.

Written for mortgage brokers, protection advisers, wealth advisers, estate planners and financial services professionals, the book is intended to provide a step-by-step guide to improving protection conversations and building a more profitable business.

The playbook covers the ‘fifteen fundamentals’ of high-performance sales, including a six-step sales process for protection conversations, alongside practical tools which advisers can implement within their client meetings and sales processes.

"The aim of the book is simple: to help advisers protect more families while increasing conversions, revenue per appointment and long-term business value," Terry Blackburn, founder of The Wealthy Advisers Club, said. 

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