CII-accredited adviser protection training
Earn structured CPD with our CII-accredited webinars and workshops. We host hundreds of workshops per year featuring expert insights on improving advice processes, including sales techniques, new markets and more.
Personal protection training
A selection of upcoming live webinars about our latest personal protection products, insights and selling techniques. You’ll need your agency number to register.
Protecting the mortgage
Duration: 40 minutes
Uncover how you can protect your client’s mortgage with income protection, critical illness and life insurance at any age and key life moments
Focus on Critical Illness Cover
Duration: 45 minutes
Learn how to tailor your critical illness advice to provide a comprehensive solution that resonates with your client’s life goals.
Demonstrating Income Protection
Duration: 30 minutes
Focus on how you can use tools and calculators to demonstrate suitable levels of cover to your clients and guide them through the claims considerations and process.
Protecting a lifetime of wealth advice
Duration: 45 minutes
Understand the role protection can play through the accumulation, decumulation, intergenerational and estate planning phases of a client’s financial life.
Boosting the use of Protection Trusts
Duration: 45 minutes
Identify the value of using Trusts in your advice process to ensure that your client’s expectations are met and shielded from potential Inheritance Tax liabilities.
Business protection training
A selection of upcoming live webinars about our latest business protection products, insights and selling techniques. You’ll need your agency number to register.
Covering the key people
Duration: 45 minutes
Learn how to position protection to repay debts, replace profits, and cover the cost of recruiting key members of staff in the event of an illness, injury, or death.
Shareholder and Partnership Protection
Duration: 45 minutes
Learn how to identify, position, and structure an appropriate solution to protect the ownership of a business.
Relevant Life Plan
Duration: 30 mins
Help your small business clients provide affordable, tax-efficient employee benefits for both them and their staff by using Relevant Life plans.
Executive Income Protection
Duration: 30 minutes
Learn how to bridge your small business client’s personal and business protection needs, by ensuring they have cover in place when they can’t work due to illness or injury.
Articles of association and company accounts
Duration: 45 minutes
Explore how business documentation can be a hugely valuable resource for identifying protection needs for debts, profits and ownership of a business
Protection sales workshops
Our interactive workshops help you dig deeper into protection sales techniques. Contact your Business Development Manager for more information and to register.
Putting life into protection
Duration: 1hr 30mins
A deep dive into selling skills, including angles and ideas to try with clients.
Putting life into protection masterclass
Duration: 3 hours
A face-to-face and in-depth sales focused training course that promotes the importance of protection for every customer.
Be curious
Duration: 1hr
A focus on asking the right questions, sales techniques, and handling common objections.
Understanding Articles of Association and company accounts
Duration: 3 hours
Understand how to interpret Articles of Association and how to spot sales opportunities in any set of accounts.
An introduction to Business Protection
Duration: 1hr 45mins
A virtual workshop on identifying the protection needs of a small business and the areas of risk.
An introduction to Business Protection masterclass
Duration: 3hr
An in-depth face-to-face workshop identifying the need for protection for small businesses and highlighting areas of risk.
Strategic support webinars
Our products and proposition
Understand our protection products, useful aspects of our online systems and details of ongoing support you'll receive from your dedicated sales team.
Insight into Underwriting
Cover useful aspects such as common conditions, residency and hazardous pursuits. We'll also show you our key tools and helpful documents.
Overview of our online systems
Improve your knowledge of our online journey. From quote to pipeline and existing business, we'll demonstrate the key functions of our systems.