MASTER

MASTER: Protection

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?

Christian Markwick, Head of Adviser Support – Apricity Compliance 

Gregor Sked, Protection Development and Technical Manager – Royal London

Stuart Halliwell, Market Development Manager, Specialist Protection – Legal & General

MASTER: Protection


Agenda

The Ins and Outs of Diabetes Life Cover – Royal London

For people with diabetes, taking out life cover can be a long and complicated process, with many struggling to find competitively priced insurance. So we’ve created life cover designed specifically for people with type 1 and type 2 diabetes mellitus. We’re offering people with diabetes tailored cover with premiums that can be reduced to reward good control of the condition. Diabetes Life Cover offers a much simpler application process that’s specifically tailored to people with diabetes so we don’t need to ask any unnecessary questions.

Learning objectives:

  • Have an awareness of the rising problem of Diabetes in the UK today and the extent to which it is affecting a significant portion of the population.
  • Understand the levels of cover available with Royal London Diabetes Life Cover.
  • Understand where to go to quote and apply for Diabetes Life Cover.
  • Understand how your clients can manage their premium in line with how they are managing their diabetes condition.

Topic TBC – Apricity 

Session TBC.

Protecting Wealth – A lifetime of advice – Legal & General

There is a wealth of opportunities to ensure that your clients are fully protected at every stage of their lives. They may be in the midst of the phase where they are looking to accumulate their wealth, save and invest as much as possible for their futures, and no doubt have a lot of ongoing day-to-day commitments but do they have sufficient protection to safeguard these plans and their futures? Alternatively, they may have moved into the phase where they are enjoying their hard work and a lifetime of good financial planning but what about the need for protection. This session will look at these opportunities and use a cashflow model to bring to life the need for protection at all stages.

The areas covered and learning objectives are:

  1. Understand some sales ideas and identify opportunities that will help in conversations with clients
  2. Consider how to use a cashflow model to best engage with new or existing customers highlighting their need for protection
  3. Demonstrate how these ideas can be effective at every stage of the lifetime of advice from the accumulation of wealth through to the decumulation stage

When? 27th July 2022.
Where? Online
Cost? Free!

Date

Jul 27 2022
Expired!

Time

9:30 am - 1:30 pm

Location

Online
Apricity Compliance

Organizer

Apricity Compliance
Phone
01325 952 969
Email
hello@apricitycompliance.co.uk
Website
https://apricitycompliance.co.uk/
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