Webinars and workshops

This webinar explores the need for any adult who relies on an income to consider protecting it in case Life Happens to them and their ability to earn an income ceases.

Introduce Rental Protection Plan to potential tenants. Unlock this opportunity, and the recommended steps to set up for success.

Almost 1 in 4 households rent privately. This session explores the protection needs of renters

Have meaningful conversations with your clients about protection

Hints and tips which lead to better customer outcomes

This webinar will give you an overview of our income protection product and also provide ideas on how to sell to your clients.

Please register for the date and time that works best for you.

Duration: 15 minutes

In this webinar we provide an overview of our Rental Protection Plan offering and insight on the rental market.

Duration: 24 mins

In this video we cover why you should always consider writing a plan in trust and the benefits to your clients. We also provide an overview of our new Online Trust Hub and details of who you can contact if you need more information.

Articles of Association and Accounts can be a great resource when looking at the needs of a business

The latest research and opportunities for the Business Protection market

Insight into the need for Keyperson and how to write the policies, including the tax treatment

Overview of the need for Share protection and how to structure the different arrangements

Understand how the policies are structured and the opportunity they present

Duration: 30 minutes

In this webinar we take a look at the different business risks SMEs can face and highlight that many SMEs lack vital insurance cover.

Duration: 30 minutes

In this webinar, we cover how Key Person policies are written, including details about how the level of cover is calculated and taxation relating to these policies.

Duration: 30 minutes

In this webinar, we look at how Share Protection policies are written and cover details about the most common structures for these arrangements, provide an overview of any legal agreements required and how the level of cover is calculated.

Duration: 30 minutes

In this webinar we look at how to get into the business protection market. With the help of two experienced advisers we discuss working with business owners and developing professional connections.

Duration: 30 minutes

This video provides details about how this term assurance plan can help employers provide an individual death in service benefit for an employee, written in a tax efficient way.

This short video guides you through how to view information about cases that are already on risk and provides hints and tips about how best to use the system.

This six-minute video shows you how to use the tools we provide to check whether cases are at risk of lapsing or cancelling.