Paraplanners Protection Toolkit – Episode 3

Intermediate

Protection

Self certified

Video

Date:

Thursday 17th June 2021

Location:

Online

Duration

1 HRS

Think of this as your Paraplanners Protection Toolkit, perfect for:

Anyone with limited protection experience Anyone who wants to increase their understanding and want to introduce more protection into client plans Anyone who thinks they know it all but wouldn’t mind brushing up a little

Learning objectives

In this session we covered…

Potential protection pot-holes and how to go about troubleshooting them
The practicalities of putting a policy on risk
Replacement business
Common problems and solutions
A look at specialist areas of protection
COBS and ICOBS
Best practice Suitability reports

Speakers

Nick Telfer

Vitality

Nick is Vitality’s Protection Development Manager. He has been in the Financial Services industry for longer than he cares to remember, working in a number of areas including sales, marketing and product research and development. Nick is passionate about protection and his experience has given him a unique knowledge of the market and the challenges it faces. When he isn’t working he enjoys walking, playing golf and watching sport, particularly cricket.

Gary King

Vitality

Gary is one of the Protection Specialists at Vitality, and has supported financial advisers with all aspects of personal and business protection for over 20 years.

Jonny Stubbs

LIFT Financial

Jonny has gained nearly 20 years experience in Financial Services from a number of different roles in advising, compliance and paraplanning (both in house and outsourced). Jonny currently heads up the team at LIFT-Financial in Cheshire. Jonny is passionate about all things financial planning, with a particular interest in how technology can be used to drive efficiencies and better communication with clients.