FOR ADVISERS ONLY
What’s on the menu?
In this webinar we’ll explore support and ideas to help have compelling menu conversations - including tools to demonstrate the risk, the chance and probability of making a claim, the new Royal London Menu Tool, plus simple ideas to uncover any protection gaps.
We’ll also consider which clients could benefit from a Menu Plan approach and why, how to build a solution and evaluate the advantages of a menu plan approach versus a more traditional way of arranging protection policies.
Finally we will look at the recent enhancements to our Helping Hand added value benefit, including online access for the plan owners to a range of handpicked well-being services to help your clients stay fit and healthy whilst managing both their physical and mental health.
After this webinar, you’ll:
- Have a better understanding of the advantages of writing policies in a Menu Plan for both clients and advisers.
- Understand how to use the Royal London Adviser tools to have compelling menu conversations.
- Build a cost-effective menu-based solution to suit client’s needs and budget.
- Be confident in explaining the wide range of services available through Helping Hand.