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
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…
- What makes up a protection policy?
- Jargon busting – all the different types and options
- What’s the craic with Vitality?
- How much is enough and how to compromise/prioritise
- Presenting options to clients What does a good protection review look like?
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…
- What is protection – a potted history
- Difference between assurance and insurance
- What is a life assurance company?
- What is reassurance company and where do they fit in?
- Who needs protection and why?
- The protection gap Why isn’t protection sold?
- How can paraplanners influence the inclusion of protection in a plan?
- Technical talk – what makes up a typical life policy and some jargon busting
Protection sits at the heart of many financial plans and we explore the basics.
Learning objectives
In this session we covered…
- Why is it needed
- What are the solutions
- Practical insight into policy set up
- What happens when a claim is made