Protection

  • Introduction to Group Income Protection

    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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  • Advising on income 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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  • SME Business Protection Market Update

    Tutors:

    • Richard Kateley, Head of Specialist Protection, Legal...
    More
  • Key Person

    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
    4. More
  • Share Protection

    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
    4. More
  • Business Protection

    Tutors:

    • Richard Kateley, Legal & General
    • David Turvey, Avon House Wealth Management
    • Lee Thomas, Portmore Life

    Learning outcomes:

    1. Understanding the core protection needs of business in the UK
    2. How to work with 3rd parties such as lawyers and accountants
    3. How to engage with business owners on business protection
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  • Group Protection

    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
    More
  • Business Protection

    Tutor:

    • Richard Kateley, Legal & General

    Learning outcomes:

    1. The changing dynamics of the SME market
    2. The reasons for the lack of take up in business protection
    3. The potential growth opportunities available to advisers
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  • Advising on General Insurance

    Tutors

    • James Gittins, Legal & General
    • Simon Hird, Legal & General

    Learning outcomes:

    1. Different types of General Insurance
    2. How you can use these to help protect your clients
    3. The variety of circumstances where these will apply best
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  • Using protection in IHT planning

    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
    More