Protection

Tutors:

• Robert Harvey, Head of Insurance, Drewberry
• Jennifer Gilchrist, Protection Specialist, Royal London

Learning outcomes:

1. Advisers and consumers’ views on the protection market and income protection
2. The role advisers play in income protection
3. How to dispel the myth that protection and income protection are complex and a...

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Tutors:

• Hilary Banks, Sales Director, Guardian Financial Services
• Phil Deacon, Head of Claims, Guardian Financial Services

Learning Outcomes:

1. To understand how the pandemic and new regulation is influencing the critical illness protection market
2. To learn the common triggers of critical illness protection as well as understand what a claims process...

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Tutor:

• Colin Fitzgerald, Distribution Director, Legal & General Group Protection

Learning outcomes:

1. How to provide an effective absence management service should absence occur
2. How group income protection compares to state benefits
3. What group income protection consists of

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Tutors:

• Richard Kateley, Head of Specialist Protection, Legal...

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Tutors:

• Stuart Halliwell, Legal & General
• Robert Betts, Legal & General

Learning outcomes:

1. The need for key person cover
2. How to set up key person cover for different types of business
3. The treatment of premiums and policy proceeds for taxation purposes
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Tutors:

• Richard Kateley, Legal & General
• Stuart Halliwell, Legal & General

Learning outcomes:

1. The different types of business structure available in the UK
2. How to set up different types of share protection arrangements
3. The supporting agreements for share protection and how these differ
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Tutors:

• Colin Fitzgerald, Legal & General Group Protection
• Andrew Shiner, The Health Insurance Group

Learning outcomes:

1. The size and opportunity of the group protection market
2. Why IFAs should delve into the group protection market
3. How to approach the group protection market

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Tutor:

• Nathalie Claeys, Old Mutual Wealth

Learning outcomes:

1. The current inheritance tax thresholds
2. The family home allowance
3. Avoiding the IHT trap
4. Using the whole of life investment contract

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Tutors:

• Andy Philo, VitalityLife
• Justin Taurog, VitalityLife

Learning outcomes:

1. The trends in the market in 2016
2. Whole of life pricing
3. Changes in the market and what has driven some of that change

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Tutor:

• Richard Kateley, Legal & General

Learning outcomes:

1. How the structure of the business protection market has been changing in the last six years
2. How adviser businesses can obtain the necessary training to operate in the business

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Richard Kateley, Head of Specialist Protection at Legal & General, talks about business protection. Kateley discusses the key areas of protection; debt, profit, relevant life plans and share protection.

Learning Outcomes

• How the structure of the business protection market has been changing in the last six years
• How adviser businesses can obtain the necessary training to operate in the...

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Tutors:

• Richard Kateley,Legal & General
• Stuart Halliwell, Legal & General

Learning outcomes:

1. The different types of business structure available in the UK
2. How to set up different types of share protection arrangements
3. The supporting agreements for share protection and how these differ
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Tutors:

• Richard Kateley, Legal & General
• Stuart Halliwell, Legal & General

Learning outcomes:

1. The needs of different business entities
2. Understanding some of the tools that are available to you to help develop your sales

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