Advice For Advisers ltd

Advice For Advisers ltd

Insurance

FILEY, North Yorkshire 120 followers

Protection Insurance in Practice - the place to learn not only about these products, but how to truly advise clients.

About us

We bring protection insurance to life! By joining this training you will get 13 hours accredited CPD that covers compliance, communications techniques, technical knowledge, recommendation building, case study walk throughs and much more!

Industry
Insurance
Company size
1 employee
Headquarters
FILEY, North Yorkshire
Type
Privately Held
Founded
2021

Locations

Updates

  • Right to Forget Cancer - 40 mins CPD In the EU people have the right to not disclose they have had cancer, with some insurance products after a certain period of time. This is not currently the case in the UK, but we are taking a look at how things work in Ireland thanks to Cillian Tierney from PartnerRe. You can listen to the episode on all major podcast platforms on our website in the comments below.

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  • Compliance, yay, joy! Whilst compliance isn't often seen as the most thrilling part of being an adviser, it is essential and also a bit of a secret weapon. Kathryn teaches you how to see and used compliance as an asset when it comes to building your recommendations.

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  • 45 minutes CPD - Women's Health and Protection Insurance Kathryn is taking us through some of the key things that you need to know if you are a woman* wanting to take out protection insurance. She is talking about different underwriting outcomes that men and women receive based upon their medical history and family medical history, the potential underwriting outcomes for life insurance, critical illness and income protection for some specific health conditions. *Kathryn is using the terms woman/female man/male in this session as this how protection insurance providers require applications to be submitted at the present time.

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  • Executive Income Protection - 15 mins CPD 🙌 We have a short-ish episode for you that is giving you the key pointers around executive income protection. Kathryn is talking about how executive income protection is different to personal policies, how to explain how this policy helps the Employer as well as the Employee and a case study so that you can see the costs. You can access the episode on all major podcast platforms and at the website in the comments below 👇

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  • 45 minutes structured CPD - Protection Underwriting Simplified Where do you start with a client that has a disclosure that could alter the terms for life insurance, critical illness cover and income protection? Kathryn's webinar! Kathryn is taking you through her tips on how to better manage clients expectations by talking about their health, travel, work and hobbies before you give them a recommendation. She is also giving you insight into how she and her team have been building their knowledge of underwriting, to be mini-underwriters as well as advisers, since 2010. You can watch the webinar on playback at our website in the comments below and get your CPD certificate too!

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  • Do you know about ▫️ Survivability clauses ▫️ Gift inter vivos policies ▫️ Tax treatment of shareholder protection options ▫️ Supporting vulnerable clients ▫️ Opportunities for group protection ▫️ The flexibility of income protection No? Then sign up with us ✅

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  • Stripping the Jargon out of Critical Illness Cover - 45 mins CPD ✅ Is there a specific insurer that is the absolute go to for critical illness cover? What do all the definitions mean? Should you add on children's cover even if your client doesn't have kids? Kathryn is answering all of these questions and also explaining how critical illness cover is underwritten for people that have had cancer, a heart attack, stroke or multiple sclerosis. You can access the webinar at the website linked in the comments 👇

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  • Do you want to build your confidence in personal, business and group ▫️ Life Insurance ▫️ Critical Illness Cover ▫️ Income Protection Our course offers 13 hours of protection insurance training that brings study materials to life. DM to start your learning with us.

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