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Moises Cruikshank joins Kevin at next week’s Kick Off Meeting at 9.30am Monday 30th November Understand Keystone’s solutions for your clients Understand Keystone’s solutions for properties HMO’s MUB’s Ltd Co BTL DSS tenants First Time Landlords Log In details : Kick Off the Week with Keystone Mon, Nov 30, 2020 9:30 AM – 10:15 AM (GMT) Please join my… Read More »Kick Off the Week with Keystone on Monday 30th November 9.30am

Join Zurich Business Development Manager, James Peacock, as he talks about The Life Stages of Protection
Why does your client’s stage of life play such a big part in determining the protection recommendation you make?
Just how do you make sure you’re offering the right cover, at the right time?
If you’re not sure (or even if you are but want a refresher) then James will explain all.

Join presenter Mike Williams from Aegon as he discusses:
Tax efficient life cover and Director sick pay ( Relevant life and Executive income protection)

He'll cover:
• The opportunity – Who can have a relevant life plan
• How relevant life works
• Understanding the advantages of this type of plan
• Executive income protection – a missed opportunity

Join presenter Vincent O'Connor from Royal London as he presents:
'Better Protection Outcomes - Right money, right hands, right time' Royal London's conversation around trusts.

Join presenter Rachael Welsh from Guardian as she:

• Looks at how the protection market has been impacted
• Discusses some of the changes we’ve all had to make and
where we stand today
• Shares Guardian’s latest survey results, showing how
customers' attitudes to protection have changed
• Looks at how advisers have seen their businesses change
over the last 12 months

Join presenter Juliette Meads from The Exeter as she:

Discusses income protection and gives you hints and tips on how to introduce income cover with your clients.

Join presenter Mark Titcombe from LV as he:
• Explains the rental protection gap
• Discusses what a typical renter looks like
• Outlines income protection for renters
• Explains LVs flexible options, features for life and daily
benefits
• Gives pointers on how to introduce income protection for
renters
• Shows you how to handle common objections

• Discusses L&Gs 2020 Deadline to Breadline research.
• Revisits the perception and reality gaps and delves deeper
into the myths and misconceptions that prevent consumers
from engaging further with their financial plans
• Shares hints and tips to overcome these common barriers

Join presenter Dan Wall from Aviva as he talks about mental health. He'll be:
• Discussing the effects that mental health has on income
protection claims
• Explaining how Aviva assess mental health at underwriting stage
• Describing the benefits and support Aviva offers to help
customers and their families with potential mental health
issues
• Explaining the statistics around mental health in the UK

If your clients are small-business owners, you could offer them tax-efficient life cover in the form of a ‘relevant life’ policy. But what exactly is ‘relevant life’? Join Greg Blatt as he presents ‘Understanding Relevant Life Policies with Zurich’. A ‘relevant life’ policy is way for employers to give death-in-service benefits to their employees outside… Read More »‘Lunch & learn’ session – Just what is ‘Relevant Life’?

Added-value services for your business protection clients

Shariah-compliant solutions

Specialist BTL - HMO's, MUFB's, Holiday Lets Semi Commercial

Nicola, Roger and Liza are back for July's Question of Knowledge Webinar. This time, they have special guest Julian Rogozinski, Partner at JMW Solicitors, joining to discuss all things Leasehold!

Driving digital transformations with AlphaTrust enables you to simplify and streamlines processes allowing you to focus on delivering the best consumer outcomes!

This webinar is offered several times.

Agenda as follows: Multi-Benefit Quoting Compare Quality XRAE Detailed Quoting Client History 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.