Protection CPD hub

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

• How to identify the key benefits for advising and recommending the use of trusts for protection policies.
• 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.
• How to nominate beneficiaries as part of the Royal London application journey without the need for a trust.

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

• The tools available to support your sales process.
• How to access and use online tools to engage further with new and existing clients.
• How various tools can help market your business and communicate with your clients.

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

• The impact of Covid-19 on small business owners and the solutions available to help protect their business.
• The opportunities of talking about business protection with all your SME clients.
• How to position potential risks during your protection conversations to support better engagement with new and existing clients.
• How to build a business protection solution for your clients using a Business Menu Plan.

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.

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

• The details of the Coronavirus Business Interruption Loan Scheme.
• The financial impact of the pandemic upon a SME business.
• How Royal London’s Business Protection proposition can help you to protect your clients’ businesses.

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

• How the lifetime allowance works, what protection is available for it and how it works upon death.
• The main features and benefits of a relevant life plan and how it could be an efficient form of life cover for those clients with a lifetime allowance issue.
• How to identify opportunities to position relevant life as a viable protection solution for your clients.

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 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.

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.

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.

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.