Webinars and workshops

Duration: 20 minutes

Learn what's included within Umbrella Benefits and how it can support your clients

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.

The average household is just 24 days from the breadline, far shorter than the 90 days they believe.
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The mortgage review is a great opportunity to review a client's needs, and to ensure they are fully protected. We provide a useful checklist to help you and you clients.
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Have meaningful conversations with your clients about protection

10 Sales ideas

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.

The latest research and opportunities for the Business Protection market

Duration: 30 minutes

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

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

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

An overview of the opportunity to write RLP’s and how the policies are structured in a tax efficient way.

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