(PFS) Breakfast Seminar - Protection Advice Matters

Overview

Why does Protection matter?

There has always been a need for appropriate advice to be provided in the area of individual and business protection, and for advisers to be sufficiently aware of the fundamentals of this marketplace.

The purpose of this event is to allow those providing protection advice to update their knowledge in certain key areas.

It is necessary for advisers active in the protection marketplace include at least 15 hours of relevant structured learning each year as part of their annual CPD obligations. It is intended that these presentations will form part of this requirement.

Presentations will be provided cover the following learning objectives:

Stephen Fallon (Legal & General) 9.30-10.30 a.m

• Refresh your understanding of how to Position Income protection and Critical Illness policies.
• Demonstrate how the benefits available from protection insurance can help meet your clients’ needs.
• Identify improvements you could make to your process to demonstrate compliance with the Insurance Distribution

Daniel Wall (Aviva) 10.30 -11.30 am

• To be able to understand the concept of business protection.

• To be aware of the issues faced by businesses on the death/ critical illness of a key person/shareholder
• To understand the different methods of business succession planning.