What’s on the menu?

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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.

CPD learning outcomes - 60 minutes

After this webinar, you’ll:
60 minutes CPD

  • 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.

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.