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FOR ADVISERS ONLY

How to nail that menu conversation

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In this webinar, our Protection Development and Technical Managers, Shelley Read and Gregor Sked, will take you through key steps that’ll help you to nail your menu conversations. They'll also show you how to use our new menu tool.

CPD learning outcomes - 60 minutes

After watching this webinar, you'll have an understanding of:30 minutes CPD

  • Have a better understanding of the advantages of writing policies in a Menu Plan for both clients and advisers.
  • Use a simple model to help every client appreciate their own individual protection gaps.
  • Be able to create a bespoke report to show the risks clients face and the probability of making a claim.
  • Have a clear understanding of who could benefit from a Menu Plan protection portfolio.
  • Understand how to use the Royal London menu tool.
  • Build a cost-effective menu-based solution to suit client’s needs and budget.

This website is intended for financial advisers only and shouldn't be relied upon by any other person. If you are not an adviser please visit royallondon.com.

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.