Protection CPD hub

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 in association with COVER magazine, you’ll have an understanding of:

• How the protection proposition can help customers better manage and improve their mental, physical and financial wellbeing
• The different aspects of the processes and applications available to support consumer wellbeing

Your CPD points and certificate will be awarded by COVER Magazine and can take up to 28 days to be issued.

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

• How and why the rental market has grown in recent years
• The needs of tenants and how to build a protection Menu Plan for them
• The protection opportunity in this sector
• How Royal London can support you in this market

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 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:

• 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.