PFS CPD Seminar - Protection

The Insurance Institute of Cardiff invites you to a CPD Breakfast Seminar on the topic of 'Protection'.

Event details are;

Thursday 8th November 2018

Holiday Inn Cardiff North M4/J32

Merthyr Road, Tongwynlais, Cardiff, CF15 7LH

Registration from 09:00 for a 09:30 start. Breakfast Rolls and refreshments will be served from 09:00. Please inform me of any specific dietary requirements.

Event close approximately 11:00

The Seminar will be led by David Griffiths, Franchise Director at Vitality (South Wales)

Learning objectives:

• To quantify the business protection opportunity for advisers, and how advisers can best develop this market.
• Understand business owner's attitude to risk within the context of business protection and the areas of risk that business protection products protect.
• Understanding the need for key person cover and how to set up key person cover for different types of businesses.
• Understand the treatment of premiums and policy proceeds for taxation purposes and also how to calculate the appropriate sum assured for key person policies.
• Understand how to set up the different types of share protection arrangements and the supporting agreements for share protection and how these offer.
• Understand how to arrive at an appropriate sum assured for a share protection arrangement and the need for premium equalisation.
• Understand the criteria for a relevant life plan and these policies are structured in a tax efficient manner. Illustrate the potential savings a customer can achieve through writing a Relevant Life Plan.

As attendance will be on a first come first served basis please email Kelvyn Hatch at khatch@acumenifa.co.uk or call 07710 247173 to secure your place