Protection CPD hub

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

Read the guide

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 & 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

Watch webinar

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:

• 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 shareholder
• Relevant life plans and how they can help provide financial security to an employee’s dependents

Watch webinar

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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