In support of Income Protection Action Week, we are hosting three 45 minute CII CPD accredited webinars designed for advisers at all experience levels.

Join us to help you to position Income Protection in a simple and concise way, to ensure your client has a clear understanding of when and how to make a smooth and simple claim. During each webinar we will introduce ideas and angles to aid the advice process to ensure the best client outcome for mortgage, family, wealth and business clients.

Income Protection Action Week Webinars

Income Protection essentials | 23 September, 1.30pm

When advising on income protection, key considerations for a smooth claim include assessing earnings, understanding the impact of a diagnosis on job performance, and ensuring accurate medical and lifestyle disclosures. 

This webinar will guide you through these aspects to help clients make seamless claims, allowing them to focus on recovery and returning to work. 

Learning objectives:

  1. Calculate and position accurate cover and benefits for employed and self-employed clients, considering indexation and alternative increase options
  2. Understand the importance of disclosing health, lifestyle, and occupation details to tailor the Income Protection solution to clients’ current and future needs
  3. Describe the criteria and process for an Income Protection claim to achieve a successful outcome


Income Protection for the self-employed | 25 September, 1.30pm

Income Protection for the self-employed: what works best? This session emphasizes the need for self-employed and small business clients to review their sick pay arrangements and determine their ideal earnings if unable to work due to illness or injury.

We’ll explore available cover levels, structuring different solutions, and relevant tax considerations. 

Learning objectives:

  1. Understand the Income Protection needs of small businesses
  2. Identify how clients can use insurance solutions to protect against unexpected financial difficulties for their business and employees
  3. Demonstrate the tax treatment of both policy premiums and benefits when claiming 

The true value of Income Protection | 27 September, 1.30pm

Understanding and utilising Income Protection policy features allows advisers to create tailored solutions for clients. This webinar will demonstrate through using a case study how an Income Protection policy can be customised to specific client needs, whilst highlighting the value of tools and calculators. 

The session will also cover framing the need for Income Protection, positioning it as a key part of the advice process, and calculating appropriate cover levels. 

Learning objectives:

  1. Identify and understand clients’ coverage levels based on their earnings declarations and evidence requirements to ensure smooth, stress-free claims
  2. Understand how income protection fits into a client’s holistic protection plan and the key considerations for a tailored solution
  3. Use support tools and calculators to identify a client’s income shortfall and guide them to make informed decisions for a successful claim

Earn structured CPD with our regular CII-accredited webinars and workshops.

Visit CPD Academy