What we covered during this webinar:
- 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.