IHT planning using Whole of Life plans

Published  08 July 2022
   30 min CPD

In this webinar, Adrian Bates and David Dawson, Corporate and Estate Planning Specialists, look at ways to strengthen your IHT planning conversations and demonstrate the value of Whole of Life plans.

CPD learning outcomes - 30 minutes

  • Be able to help your clients understand how they're affected by IHT
  • Understand how to demonstrate the value of Whole of Life plans compared with saving
  • Understand how Whole of Life plans can be used in the Equity Release market
  • Understand how Royal London can help get valuable cover in place quickly.

What's covered

  • Positioning inheritance tax effectively with clients
  • Demonstrating the value of guaranteed Whole of Life plans
  • Underwrite Later
  • Equity release sales ideas.

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.