CII-accredited adviser protection training
Earn structured CPD with our CII-accredited webinars and workshops. We host approximately 600 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 and replays on-demand about our latest personal protection products, insights and selling techniques. You’ll need your agency number to register for live webinars, and to sign in for on-demand webinars.
Protection opportunities in Equity Release
Duration: 30 minutes
During this webinar we delve in to the realm of equity release and reveal where the opportunities lie for advisers to offer invaluable protection advice to their clients and their families.
Critical Illness: Keeping it simple
Duration: 30 minutes
Learn about the purpose of critical illness cover and the valuable role it can play in protecting your clients’ financial futures.
Identifying the income protection ‘sweet spot’
Duration: 30 minutes
Learn how to position income protection cover based on your client’s specific needs.
Deadline to Breadline myths and misconceptions
Duration: 45 minutes
Understand the myths and misconceptions that prevent clients from engaging with their financial plans.
Mortgage reviews: the re-mortgage opportunity
Duration: 30 minutes
Understand your opportunities during the mortgage review, and how to make the most of client conversations at this stage.
Achieving your client’s wealth goals with protection
Duration: 30 minutes
The first in the series of wealth focused webinars looking at the protection opportunity in the wealth accumulation phase and the role of cashflow modelling.
Protection needs after retirement
Duration: 30 minutes
The second in the series of wealth focused webinars explores the need for protection at all stages of life including when moving into the decumulation phase and retirement.
Protection policies for estate planning
Duration: 30 minutes
The third in the series of wealth focused webinars exploring how protection policies can have a valuable role in estate planning.
An introduction to protection trusts
Duration: 45 minutes
An overview of the different types of trusts, how they operate and how to drive greater retention with our Online Trust Hub.
Business protection training
A selection of upcoming live webinars and replays on-demand about our latest business protection products, insights and selling techniques. You’ll need your agency number to register for a live webinar, and to sign in for on-demand webinars.
State of the Nation’s SMEs – business protection research
Duration: 30 minutes
Get the latest insights into business protection opportunities for advisers, including developing the market and identifying the risks and needs for your clients.
Introduction to Key Person Income Protection
Duration: 30 minutes
Find out about Key Person Income Protection, including how the policies are written, levels of cover, policy features and the tax premiums and benefits for your clients.
Opportunities with Key Person Protection
Duration: 30 minutes
An overview of the opportunities for Key Person cover. Find out how the policies are written, how cover levels are identified, and how you can develop the market.
Introduction to Executive Income Protection
Duration: 30 minutes
Gain insights about how Executive Income Protection can help bridge a client’s personal and business protection needs, and how it can fit with your advice process.
Understanding articles and company accounts
Duration: 45 minutes
Understand how a businesses’ articles of association and accounts can help you add value to your business protection advice, including how to use the documents to help identify risks.
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Introduction to share and partnership protection
Duration: 30 minutes
Find out how share and partnership protection is written, how you can help develop the market, plus details about how to set up a policy.
Put life cover on expenses
Duration: 30 minutes
Understand how a Relevant Life Plan is set up and what makes this cover so tax efficient. Find out about the target market for these policies.
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.