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Guide to wills trusts guardianship
Recommending life cover to your clients helps make sure they’re financially protected but does it go far enough?
Our Good Parent Portfolio makes it easier to talk to clients about making a will, putting protection plans into trust and the importance of thinking about guardianship.
CPD learning outcomes - 30 minutes
After reading this report, you'll:
- 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.
What's covered
- Demonstrate the value of your advice
- Establish your credentials and enhance your reputation
- Generate new business
- Strengthen client relationships
- Drive referrals
- Beat the competition from direct sales.
CPD certificate of completion
Once you've read this report, 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.