MASTER: Protection

27/10/2021

Online

9:30 am

*Back by popular demand*

We know the additional rules introduced via the Insurance Distribution Directive can be challenging; trying to find 15 hours of insurance and protection specific training isn’t top of everyone’s 2021 agenda. But is required.

We’ve therefore created a couple of MASTERclasses, designed to help you meet a chunk of this requirement, but bringing you the latest trends, and a range of themes within the world of protection, to ensure you are genuinely gaining some insight and development, and not just ticking that CPD box.

A range of speakers will help you view protection and insurance planning in a new light and, who knows, may even get you excited to embrace the IDD requirements…

Find out more about our MASTER events below:

Who’s hosting?

Paul Sylvester-Evans, Head of Regulatory Support – Apricity Compliance.

With over 20 years of experience working in the financial services sector as both an adviser and a Senior Manager, Paul understands the needs and requirements of our clients and is perfectly placed to support them develop the requisite skills, practices and knowledge to move their businesses forward.

Amanda Thomas, Business Developer Manager – Zurich

Amanda Thomas is a Zurich Business Development Manager. She has 23 years of industry experience, the last 15 exclusively in the protection sector. She has worked for Zurich since 2017, having previously worked for Legal & General.

Shelley Read, Senior Protection Development and Technical Manager – Royal London

Shelley has worked in financial services for over 25 years. Shelley has an in-depth knowledge of the mortgage and protection market and her strengths have been training and coaching advisers to recommend protection solutions to their clients and delivering this coaching in an easy to understand and simple way.

MASTER: Protection


Agenda

Death & Taxes – Planning with Protection – Zurich

By the end of this session, delegates will:

  • Be aware of whole of life product choices, how different types of policy work and how contracts are priced.
  • Understand the basics of funeral and IHT planning, and the current market conditions.
  • Be aware of the potential planning solutions and how to demonstrate the value of the solution to the client.
  • Understand discretionary trust taxation and how the Rysaffe principle works.
  • Know where and how to access Zurich support for advisers operating in the estate planning or protection markets.

Income Protection – Royal London

Join Royal London as they dive into the world of Income Protection. They’ll look at some of the common objections to buying income protection and provide tips and ideas to help overcome these. Followed by an example of the very generous way they treat indexation on all income-based policies. They’ll also take a look at an income protection claims journey and show the impact of linked claims. Even if Income Protection isn’t part of your existing advice business there will be some powerful ideas shared and even areas where you might be able to find opportunities to talk about this protection solution with your own clients.

 


Compliance Requirements For Protection Advice  – Apricity

Paul will explore the compliance requirements for protection advice, looking specifically at:

  • The advice process.
  • Disclosure necessities.
  • How to structure a suitability report.

This interactive session will be full of top tips to implement back in the office.


When? 27th October 2021.
Where? Online
Cost? Free!

How do I sign up?

Simply sign up below.