BUILD: Protection

Build Protection

Our BUILD: Protection sessions are designed to help you meet a chunk of your IDD requirement, by 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…

Agenda

A little more conversation – The Verve Group

In this session, our Head of Training, Paul Sylvester-Evans will look at how you can develop valuable conversations for quality protection business.

By the end of this session, you will:

  • Learn how to frame protection conversations from a client support and understanding perspective.
  • Understand how behavioural economics can be used to improve advice and support business quality.
  • Discover ways in which your advice process can support Consumer Duty obligations.

Using technology to enhance protection – iPipeline

Consumer Duty just took protection – from being an important conversation – into a must-have conversation for advisers. However, the market and the products within can be complex for advisers, either starting out or looking to grow their protection advice offering. That’s where technology can help.

In this must-see session, Taljit will take you through the current protection market landscape, identifying key market drivers and trends to help advisers challenge and optimise their protection process.


Future-proofing your advice – Royal London

In this session, Gregor Sked – Senior Protection Development and Technical Manager at Royal London, will look at the role of protection advice from a Consumer Duty perspective. Throughout this 60-minute webinar, he’ll explore the opportunities to make protection an integral part of your holistic advice with clients including why discussing attitude to protection risk can help them to achieve their future financial objectives.

By the end of this session, you will:

  • Have a better understanding of the role protection advice will play in helping you meet the FCA’s Consumer Duty objectives
  • Be able to profile protection risks and probability to clients in order to help them stay financially resilient when unexpected life events occur
  • Be able to identify at least one opportunity within your existing client bank to discuss financial protection.

Date

Nov 23 2023
Expired!

Time

9:30 am - 1:00 pm

Location

Online
The Verve Group

Organizer

The Verve Group
Phone
01325 952116
Email
hello@weareverve.co.uk
Website
https://weareverve.co.uk
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