Jingle Learn: A Christmas Special

This webinar shares ideas on how to reposition the value of protection for families. Using the Consumer Duty framework, we'll demonstrate new ways of improving client engagement to make protection a key part of your client reviews. We'll also reflect on recent industry findings and our own research, to help you reframe the purpose and value of Life Insurance, Critical Illness, and Income Protection.

Learning objectives:

1. Analyse the need for family protection and where advice can add real value
2. Demonstrate how simple concepts and changes to your advice process could help more families to understand the need for Life, Critical illness and Income Protection cover to maintain their lifestyles
3. Understand how the requirements of the New Consumer duty can act as a framework for better client outcomes

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Using data from the recent AMI research and elements of behavioural science, this webinar will help you develop a simple framework for setting up the role of protection when advising your mortgage clients. With half of clients not able to remember if protection was discussed, this session will focus on making protection memorable and an integral part of the mortgage process.

Learning objectives:

1. Identify the need to include protection as part of the mortgage advice process
2. Demonstrate the impact of introducing protection early in the advice process, and as part of the overall mortgage so clients understand the role and value of the solutions you suggest
3. Understand the impact of the words you use and the way your clients perceive the role of protection when seeking mortgage advice
   
   
   

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With inheritance tax (IHT) bills continuing to grow and no changes featuring in the Chancellor’s autumn statement, more families could be facing a future IHT liability. This webinar looks at the key intergenerational considerations and demonstrates how to position simple protection solutions to help negate some, or all of an unplanned IHT bill.

Learning objectives:

1. Understand how IHT is calculated, and the various exemptions or reliefs that could apply
2. Identify situations where protection policies could be a practical solution for your clients
3. Demonstrate how protection policies could be used in IHT planning, or to meet liabilities regarding gifts

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This webinar introduces 4 key concepts and ideas that could help advisers support the long-term future of their client's business. We'll cover how business owners can use tax efficient benefits, such as Relevant Life and Executive Income protection to protect them and their employees, before demonstrating some handy tools and calculators that identify unforeseen areas of risk and provide clients with simple protection solutions.

Learning objectives:

1. Summarise the business protection opportunity for advisers, the demographics of UK small businesses and how advisers can best develop this market
2. Illustrate business owner's attitude to risk within the context of business protection and the areas of risk that business protection products protect
3. Demonstrate the need for businesses to protect their debts and shares of the business, the risk of losing a key person, and protection for their families.
   
   
   
   

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