Protection CPD hub

After watching this webinar, you'll:

• Be able to describe some of the core factors driving the cost of living crisis and the risk this presents to financial services.
• Understand how Royal London can help you demonstrate the importance of protection to new and existing clients who are concerned about the rising cost of living.
• Have a better awareness of the value indexation can have on a client's income based policy.

After watching this webinar, you’ll:

• Be able to help your clients understand how they're affected by IHT.
• Understand how to demonstrate the value of Whole of Life plans compared with saving.
• Understand how Whole of Life plans can be used in the Equity Release market.
• Understand how Royal London can help get valuable cover in place quickly.

After watching this webinar, you’ll:

• Understand the key changes underpinning the Consumer Duty.
• Understand what the new rules and guidance will mean for protection advisers.
• Have an awareness of what advisers like you are saying about it - how they see their business adjusting, how prepared they currently feel and whether they have any plans in place to get themselves ready in time.
• Be more confident using the tools and solutions we offer to help you to start getting ready now.

After this webinar, you’ll:

• Have a better understanding of the advantages of writing policies in a Menu Plan for both clients and advisers.
• Understand how to use the Royal London Adviser tools to have compelling menu conversations.
• Build a cost-effective menu-based solution to suit client’s needs and budget.
• Be confident in explaining the wide range of services available through Helping Hand.

After watching this webinar, you’ll be able to:

• Confidently use Royal London’s personalised insight report
• Analyse your business activity using data and MI
• Identify risk areas and opportunities of your business to increase revenue and profitability

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

• The advantages of writing policies in a Menu Plan for both clients and advisers.
• How to use a simple model to help every client appreciate their own individual protection gaps.
• How to create a bespoke report to show the risks clients face and the probability of making a claim.
• Who could benefit from a Menu Plan protection portfolio.
• How to use the Royal London menu tool.
• Ways to build a cost-effective menu-based solution to suit client’s needs and budget.

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

• The rise of Menu Plans and what’s driving the popularity of this solution.
• How a Menu Plan can support your protection conversations in uncertain times.
• How to build a tailored Menu Plan for different needs and budgets.
• How a Menu Plan supports holistic advice and good customer outcomes.
• The Menu Plan and the four Rs – risk, revenue, retention and reputation.
• The benefits of the Royal London Menu Plan.

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.