Relevant Life Plan
This webinar explores how Relevant Life Plans can support your small business clients with affordable and tax-efficient death-in-service benefits, for both employers and staff.
Our research suggests many small businesses aren’t aware of these policies. But once understood, they're often used by companies to offer a valuable employee benefit – helping advisers have further discussions around the wider protection needs of the business.
Learning objectives:
- Understand the criteria for Relevant Life Plans and how these policies can be structured in a tax-efficient manner to achieve potential savings for customers
- Demonstrate the importance of protecting your client’s family and the role Relevant Life Plans play
- Identify the opportunities when writing Relevant Life Plans and what extra opportunities they can offer business customers
This is a live webinar (not recorded) and will last approximately 30 minutes. It is CII-accredited for structured CPD.