Do you find that, even though you spend each and every day working on financial plans for clients, you hardly ever get mixed up in protection?
Well you’re not alone. Because despite being a foundational long-term financial security, for paraplanners, the topic of protection often takes a back seat compared to consideration of investment and retirement strategies.
Which invites the question: what happens to that carefully crafted financial plan if a client’s income falls or they’re faced with the financial consequences of a bout of serious illness or worse?
In other words, what does every self-respecting paraplanner need to know to make sure their clients plans don’t unravel when the unexpected happens unexpectedly?
To find out join us online at 1pm on 5 February 2025 when Jon Hall, protection specialist at Scottish Widows, will explore protection essentials for paraplanners. Whether you’re new to protection or need a refresher, this session will help you understand:
- Why protection deserves a place in holistic financial planning (and how to make the case for it)
- Current trends in the protection market and how to tackle common misconceptions
- The fundamentals: from product types and processes to remuneration options
- Practical tools and technology that can help you research and recommend solutions
Jon brings real-world experience as both a protection specialist and former adviser focusing on high-net-worth and complex cases. He’ll share insights on how paraplanners can help build protection into the advice process, even in firms where it hasn’t traditionally been a focus.
This is an interactive session – bring your questions and challenges around protection planning. The chat room will be open for discussion throughout.
Want to join in? Save your spot now.
