MASTER: Protection

20/04/2022

Online

9:30 am

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 2022 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 Supervisory Services – Apricity Compliance 

David Dawson, Corporate Sales Consultant Protection – Royal London

MASTER: Protection


Agenda

Let’s get down to business protection – Royal London

In this session, Royal London will look at the business protection opportunity and through case studies, bring to life the reasons that businesses need it. More specifically the learning outcomes will help you:

  • Understand some of the opportunities of talking about business protection with all your SME clients.
  • Know how to position potential risks during your protection conversations to support better engagement with new and existing clients.
  • Be confident building a business protection solution for your clients using a Business Menu Plan.

After the session, Apricity’s Paul will conduct a Q&A session with Royal London, allowing you time to ask any burning questions of your own.

CIC v IP and the impact of Consumer Duty – Apricity 

In this session, Paul will continue the ongoing debate around:

  • The most suitable recommendations for a client.
  • How to discount alternative solutions based on specific objectives.
  • The potential impact Consumer Duty will have on protection advice.

This session will be full of practical learning to implement back in the office.


When? 20th April 2022.
Where? Online
Cost? Free!

How do I sign up?

Simply sign up below.