These events are arranged by Connect and it’s associates and aimed at Mortgage Intermediaries.
Join Nasar Hussain, National Account Manager at Paymentshield as he gives a general overview of Paymentshield and their proposition and talks about the technology they have that can provide you with a seamlessly easy quoting journey.
Join presenter Tom Breedon as he presents: "Serious or multiple health conditions? It’s time to get real".
Join presenters John Revill and Stephen Brown as they review how other industries have progressed over the years and compare that to how the protection application journey has adapted.
Agenda as follows: Risk & Mortgage Protection Report Single Benefit Quoting Multi-Benefit Quoting Product Features Report XRAE Using all this information to help with compliance & suitability letters Q&A's Register here.
Join presenter Mark Titcombe, business development manager for LV as he reveals some new product and proposition enhancements.
Agenda as follows: Risk & Mortgage Protection Report Single Benefit Quoting Multi-Benefit Quoting Product Features Report XRAE Using all this information to help with compliance & suitability letters Q&A's Register here.
Join Dan Wall from AVIVA as he runs through all the tools and resources available to help you with your customer conversations.
CPD Learning Objective: To understand the different purposes of Critical Illness Versus Income Protection.
Agenda as follows: Risk & Mortgage Protection Report Single Benefit Quoting Multi-Benefit Quoting Product Features Report XRAE Using all this information to help with compliance & suitability letters Q&A's Register here.
Join presenter Hayley Young as she talks about Guardian's innovation designed to pay claims
With marketing underway it’s important that we have your correct details on the FAE website, so if you haven’t done so already, please can you supply the following information. This will help us promote your presence at the events and give our delegates a good idea of who they’ll be meeting on the day.
iPipeline UK in partnership with CIExpert are providing an informative webinar on the integration between SolutionBuilder and CIExpert and further details on how the CIExpert assessment works. The webinar will be 45 minutes long. CPD Learning Objective: To understand how the integration between SolutionBuilder & CIExpert works and understand how CIExpert's assessment works. Agenda: Introduction… Read More »SolutionBuilder & CIExpert
Agenda as follows: Risk & Mortgage Protection Report Single Benefit Quoting Multi-Benefit Quoting Product Features Report XRAE Using all this information to help with compliance & suitability letters Q&A's Register here.
CPD Learning Objectives: To understand the features and benefits of the different Critical Illness products. Agenda: Overview of each Providers product set Highlights of each Provider's offering Q&A's Register here.
Join presenter Chantel McGill from iPipeline as she shows you some of the great features you have access to with your SolutionBuilder account.
CPD Learning Objectives: To understand the purpose of Income Protection and how it can assist you with Protection conversation with clients. Agenda: Definition of Income Protection Purpose % versus living expenses Short Term versus Full-Term Register here.
Join iPipeline & Protection Guru as we show you how quickly and simply you can use the Product Features Report with clients. This session will also cover the Methodology behind the report and how this will assist with finding the right product for your client.
CPD Learning Objective: To understand the features and benefits of the different Income Protection products. Agenda: Short-Term Full-Term Age Costed Products Comparing Quality Register here.
Agenda as follows: Risk & Mortgage Protection Report Single Benefit Quoting Multi-Benefit Quoting Product Features Report XRAE Using all this information to help with compliance & suitability letters Q&A's Register here.
Join presenter Phil Marsh from Beyond.
Commission disclosure: We are a credit broker and not a lender. We have access to an extensive range of lenders. Once we have assessed your needs, we will recommend a lender(s) that provides suitable products to meet your personal circumstances and requirements, though you are not obliged to take our advice or recommendation. Whichever lender we introduce you to, we will typically receive commission from them after completion of the transaction. The amount of commission we receive will normally be a fixed percentage of the amount you borrow from the lender. Commission paid to us may vary in amount depending on the lender and product. The lenders we work with pay commission at different rates. However, the amount of commission that we receive from a lender does not have an effect on the amount that you pay to that lender under your credit agreement.
Making a Complaint: It is our intention to provide you with a high level of customer service at all times. If there is an occasion when we do not meet these standards and you wish to register a complaint, please write to: Compliance Department; Connect IFA Ltd, 39 Station Lane, Hornchurch, RM12 6JL or call: 01708 676110. If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service www.financial-ombudsman.org.uk