Webinars and CPD
CII-accredited adviser protection training
Earn structured CPD with our CII-accredited webinars and workshops. We host hundreds of workshops per year featuring expert insights on improving advice processes, including sales techniques, new markets and more.
Featured webinar: Beyond the mortgage – Part 1
In Part 1, you’ll explore how to build protection into your mortgage process, demonstrate your value as their trusted adviser, and enhance your conversations to drive better client outcomes.
Personal Protection Webinars
Title | Time/ CPD mins | Topic | Link |
|---|---|---|---|
Beyond the mortgage – Part 1 | 45 mins | In Part 1, you’ll explore how to build protection into your mortgage process, demonstrate your value as their trusted adviser, and enhance your conversations to drive better client outcomes. | |
Beyond the mortgage – Part 2 | 30 mins | In part 2, you’ll discover how to unlock your clients’ aspirations, confidently expand the discussion beyond the mortgage, and gain practical skills to anticipate and overcome objections. | |
Critical Illness - For Life, Interrupted | 45 mins | This session explores the true financial impact of a critical illness, revealing how cover is used in real life to protect clients when they need it the most. | |
Leading with Income - Protecting the Lifestyle | 45 mins | This session explores the impact and need of protecting your client’s income. Understanding that income replacement solutions can be an effective solution to maintaining your lifestyle. | |
Building Wealth That Lasts - Protection as Your Edge | 45 mins | Join us to expand your skillset by adding protection as one of your defining services in order to provide all round holistic advice that stands out. | |
Unlocking Trusts - Future-Proofing your Protection | 30 mins | This session aims to equip yourself with the basic understanding of what makes up a trust as well as bring to life the many reasons it can future-proof your protection advice. | |
Protection as a cost effective IHT solution | 45 mins | This session looks at the impact of these changes and how protection plays its part alongside gifting to mitigate IHT liabilities. |
Business Protection Webinars
Title | Time/ CPD mins | Topic | Link |
|---|---|---|---|
Protecting the key people | 30 mins | The session looks at the need for key person cover, how to structure cover, calculate sums assured and the key considerations you need to be aware of such as the tax treatment of premiums and claims. | |
Shareholder and Partnership Protection | 30 mins | The session looks at the need for shareholder and partnership protection, how to structure cover, calculate sums assured and the key considerations you need to be aware of. | |
Big benefits for small businesses - Relevant Life Plan | 30 mins | This 30-minute session works through the opportunity, how to structure plans and the considerations of writing RLPs include the tax treatment for the lives assured and the business. | |
Big benefits for small businesses - Executive Income Protection | 30 mins | This Executive income protection session highlights the opportunity for SME businesses to put valuable death in service benefits in place for family and dependants. |
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