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.
CPD learning outcomes - 60 minutes
- 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.
- An overview of our Value of Menu Tool
- Which clients could benefit from a Menu Plan approach
- The advantages of a menu plan approach versus a more traditional one
- Recent enhancements to our Helping Hand added value benefit.
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.