BUILD: Protection

Financial Advisers

Mortgage and Protection

Paraplanners

Pensions

Our BUILD: Protection sessions help you cover a good chunk of your IDD requirement while learning something useful. We’ll bring you the latest trends and a mix of topics from the protection world, so it’s more than just ticking the CPD box - you’ll walk away with real insights. With a range of speakers offering fresh takes on protection and insurance planning, you might even find yourself enjoying it (and yes, maybe even feeling good about those IDD requirements).

AGENDA:

Royal London - Cover that keeps the light on

This presentation addresses the critical need for income protection among clients, highlighting the income protection gap and the value of advice. It covers the essentials of income protection, from application to claims, and provides key considerations for both employed and self-employed clients. The presentation also explores opportunities within client banks to discuss income protection and offers practical tips for ensuring smooth claims. By understanding and addressing these aspects, mortgage and protection advisers can better serve their clients and help them secure their financial future.

Learning objectives:

  • Understand the importance of income protection
  • Identify key features and benefits of income protection policies
  • Be more confident handling common objections to income protection

SPEAKER 2 COMING SOON

Thursday 4th December

9:30 - 11:00

Online

1.5 hours CPD

Free

FEATURING:

Book Your Place

SPEAKERS:

Alasdair Wilson

Investment Specialist

Gregor Sked

Senior Protection Technical Manager