Protection CPD hub

After watching this webinar, you'll have an understanding of:

• The business opportunities of making trusts a key part of your protection proposition.
• What happens in the probate process and why this takes months to complete.
• How to locate and complete a Royal London trust form for a protection policy.
• The importance of the letter of wishes and why this should be reviewed periodically.

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After watching this webinar, you'll have an understanding of:

• How to keep control of a business should a partner or shareholder suffer a critical illness or die.
• How to protect a business against the sudden and unexpected loss of a key employee.
• Relevant life plans and how they can help provide financial security to an employee's dependants.

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After reading this guide, you'll have an understanding of:

• How to talk to your clients about making a will.
• How to put protection plans in trust.
• The importance of guardianship and why your clients should think about this.

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After watching this webinar, you'll have an understanding of:

• The reality that many people face when they don’t have an income replacement backup plan.
• The application journey and levels of benefit available for a variety of state benefits  (Statutory Sick Pay, Employment and Support Allowance / Universal Credit, and Support for Mortgage Interest for the 2019/2020 tax year).
• Some simple but effective open questions and talking points to help your clients prioritise their protection risks and help them take appropriate action.
• How Royal London can help you design a high quality Income Protection solution for your clients, even if on a modest budget.

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After watching this webinar, you'll have an understanding of:

• The differences between directors and shareholders in relation to owning and running a business, and the concept of a quasi-partnership.
• How to identify the dangers faced by directors who engage in unfairly prejudicial behaviour.
• The financial opportunities presented by promoting Dividend Insurance Policies (DIPs) and associated business protection products.

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After watching this webinar you will have an understanding of:

• The advantages and disadvantages of a company share purchase.
• The tax implications including capital gains tax.
• How a company share purchase compares with own life plans written in trust.
• How to use cash flow modelling software to help sell business protection.

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After watching this webinar, you'll have an understanding of:

• The ongoing need to reduce those problems caused by the loss of income through sickness or incapacity.
• Ways to position talking points that highlight the protection risk to your mortgage clients.
• How to describe the key features and benefits within an income protection solution.
• How to build a multi-benefit recommendation to a mortgage client focussing on different area of protection risk.

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After watching this webinar, you'll have an understanding of:

• The different types of diabetes explained in simple terms.
• The causes of diabetes and the different stages of diagnosis.
• The demographics of diabetes within the UK using NHS data and how this could look in the future.
• The opportunity for advisers and ways to provide suitable life cover for clients who have diabetes.

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After watching this webinar, you'll have an understanding of:

• How to talk about the main product features and how to sell the benefits to your clients.
• How to create a protection solution using family income benefit (FIB) for different clients' needs including divorce, school fees and the rental market.
• The added value of indexation and how it applies to FIB.

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