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How to nail that menu conversation

Published  23 February 2021
   60 min CPD

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

  • 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.

What's covered

  • Establishing the protection need
  • Looking through the lens of a client
  • Opportunity spotting
  • Growing your business with menu.

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.