Building value with menu

education iconIn 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.

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

CPD learning outcomes - 45 minutes

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.

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The Royal London Mutual Insurance Society Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. The firm is on the Financial Services Register, registration number 117672. It provides life assurance and pensions. Registered in England and Wales number 99064. Registered office: 55 Gracechurch Street, London, EC3V 0RL.