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Helping you understand protection jargon

By July 12, 2023 November 24th, 2023 No Comments

One of the biggest challenges when it comes to our finances can be the terminology involved, which often feels like a language unto itself! It can feel both confusing and overwhelming, even if you’re a skilled communicator in other areas, specialist protection jargon can leave you feeling lost.

A study1 has revealed that seven in ten UK adults are puzzled by financial jargon. Phoebe Barter from Aviva, commented on the findings, “We understand that financial matters can be puzzling and our research highlights exactly this. It’s easy to stick our heads in the sand and ignore something we find complex and confusing. But we also know that when things are resolved and clear, it’s a huge weight off our minds.”

Crystal clear

Ultimately, it’s important to remember that financial jargon is a tool for communicating complex concepts and ideas. The last thing we want is for you to disengage entirely and not address the requirement for protection insurance in your life. We can explain everything you need to know in plain English, enabling you to truly connect with this vital area of your insurance requirements. Get in touch, we can find the most suitable protection for your requirements and clearly explain it to you.

As with all insurance policies, conditions and exclusions will apply

1Aviva, Dec 2022

David Mortell company director at Agentis Financial & Mortgage Solutions

David Mortell

David is Ce(MAP) and Ce(RER) qualified and has 14 years’ experience delivering top-rated mortgage and financial advice.In 2014, David took the plunge and started Agentis Financial & Mortgage Solutions with award-winning mortgage broker, Christine Long. Agentis has now become the brokerage of choice in and around Peterborough. David is also a director at our sister company, Agentis Wealth.