Building value with menu

Published  11 November 2020
   45 min CPD

In this webinar we take a look at the features and benefits of the menu plan and how to use this holistic protection solution to build value - for your clients and your business.

CPD learning outcomes - 45 minutes

  • 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.

What's covered

  • A brief history of menu
  • Menu explained
  • Your clients right now
  • Building value for your clients
  • Building value for your business
  • Why Royal London for menu.

All quotes were correct at the time of recording so may have changed, please run your own quote for an accurate result.

CPD certificate of completion

Once you've watched the webinar, simply complete the short quiz below and give us a few details in order to receive a CPD certificate of completion. It will open in a new browser ready to be saved as a PDF.