True Potential support

Supporting you and your business is one of our top priorities and we believe customers enjoy better financial futures when advisers and providers work together. 

This month’s topic: Why you should be fussed abouts trusts 

Why you should be fussed about Trusts, a question that following this masterclass, you should be able to answer with confidence. During this session we'll cover a wide range of topics from why protection policies should be written in trust to the practicalities of writing certain policies in trust. All of which will be brought to life with case studies to help grow your knowledge and confidence with this subject. 

CPD learning outcomes - 60 minutes

After watching this webinar you’ll be able to:

  • Understand the business opportunities of making trusts a key part of your advice process
  • Feel more confident talking about trusts with clients
  • Accurately be able to locate and complete a Royal London trust form for a protection policy

 

Get in touch

For more support and further information please get in touch with your usual Royal London contact. If you're not sure who that is, please email our National Partnerships team npmarketing@royallondon.com and we'll get back to you.

This website is intended for financial advisers only and shouldn't be relied upon by any other person. If you are not an adviser please visit royallondon.com.

The Royal London Mutual Insurance Society Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. The firm is on the Financial Services Register, registration number 117672. It provides life assurance and pensions. Registered in England and Wales number 99064. Registered office: 55 Gracechurch Street, London, EC3V 0RL.