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Protecting a lifetime of wealth advice

This webinar focuses on positioning the role of protection through the accumulation, decumulation, intergenerational and estate planning phases of a client’s financial life, using the example of a cash flow model. 

This expertise is increasingly important. Because today, the wealth advice sector is fully focussed on the integration of protection and wealth advice to ensure that a client’s financial expectations are realised no matter what happens.

Learning objectives:

  1. Understand how protection insurance can help a family achieve its financial goals  
  2. Identify situations where protection policies could be a practical solution for your clients and protect their accumulated wealth 
  3. Demonstrate how protection policies could be used in IHT planning or to meet liabilities regarding gifts

This is a live webinar (not recorded) and will last approximately 45 minutes. It is CII-accredited for structured CPD.
 

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