You might be stuck at home right now, but blast off with our upcoming selection of virtual meetings, video conferences and digital roadshows!

HOST: Zurich
TIME: To be confirmed
PLATFORM: To be confirmed

CONTENT:

  • Be aware of the legislation under which a Relevant Life Policy is written
  • Understand the criteria for a Relevant Life Policy
  • Be able to identify clients who would benefit from a Relevant Life Policy
  • Know how to complete the trust form and nomination form correctly
  • Understand the tax treatment of the premiums and benefits
  • Know where and how to access Zurich support for Relevant Life Policies

To Register Email: gregory.blatt@uk.zurich.com

HOST: Zurich
TIME: 11:00 – 11:30
PLATFORM: To be confirmed

EQUIPMENT REQUIRED:
Phone (minimum)
Laptop with Camera and Mic (best experience)

To register please get in contact with Connect : helpdesk@connectbrokers.co.uk

HOST: LV
TIME: 09:30 – 10:00
PLATFORM: Go to webinar

CONTENT:

By the end of the session, we want to have:

1) Armed you with the confidence to approach your clients

2) Energised you into creating an attack list of your clients

3) Encourage you to set yourself a target in terms of activity and income

4) Help you feel positive that your business can survive over the next few months and until we return to normality

5) Have you itching to start

If you attend this webinar, we’ll issue you with a 30 minute Continued Professional Development certificate.

> REGISTER

HOST: LV
TIME: 09:30 – 10:00
PLATFORM: Go to webinar

CONTENT:

In this webinar, we’ll walk through our Income Protection proposition, and provide you with information on the following areas:

– LV= Income Protection – Our features and benefits – Identifying clients

– LV= value added services and how your client can benefit from day 1

– More ways we can help you At the end there will also be time for any questions you may have.

If you attend this webinar you’ll be eligible for 30 minutes CPD.

> REGISTER

HOST: Lee Williams
TIME: 11:00 – 11:30
PLATFORM: Zoom

CONTENT:

Proposed Agenda:-

  • Refresh on products and criteria
  • Update on Appetite in the current climate

> REGISTER

HOST: Zurich
TIME: To be confirmed
PLATFORM: To be confirmed

CONTENT:

  • Understand why businesses need to consider succession planning and to be able to explain the implications of not having a succession plan
  • Be aware of the different methods of business succession planning and when it is appropriate to use each method
  • Understand the use of trusts and option agreements and how they should be completed to ensure tax efficiency
  • Be aware of the need  for premium equalisation and how it should be done to ensure the scheme remains commercial
  • Be able to explain the tax treatment of the premiums, whether paid by the company or the individual, and the claim proceeds
  • Know where and how to access Zurich support for business succession planning

To Register Email: gregory.blatt@uk.zurich.com

HOST: Zurich
TIME: 11:00 – 11:30
PLATFORM: To be confirmed

EQUIPMENT REQUIRED:
Phone (minimum)
Laptop with Camera and Mic (best experience)

To register please get in contact with Connect : helpdesk@connectbrokers.co.uk

HOST: Zurich
TIME: To be confirmed
PLATFORM: To be confirmed

CONTENT:

  • Be aware of the issues faced by businesses on the death, critical illness and temporary incapacity of a key person
  • Be able to identify key people and to calculate the sums assured accurately
  • Know how to write the policies and to determine the most appropriate term
  • Understand how to explain the tax treatment of the premiums and benefits
  • Be able to demonstrate the recommendation in a way that is easy for the client to understand
  • Know where and how to access Zurich support for key person protection

To Register Email: gregory.blatt@uk.zurich.com

For further updates or details about our events, feel free to contact Connect with our enquiry form below, or call - 01708 676 123.


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