This webinar focusses on the importance of tools and calculators in demonstrating suitable levels of Income Protection cover to your clients and for clearly guiding them through the claims considerations process.
Income Protection sales are rising year on year. This will help advisers position cover and support their clients with a clearer understanding of the scope of cover and evidence requirements while also meeting their expectations in claims.
Learning objectives:
Understand how to guide your client through the process of agreeing suitable levels of cover by using tools and calculators
Demonstrate the importance of presenting an accurate picture of the client’s life when applying and its impact on acceptance and claims
Explain the claims process including the information required and the key considerations made when assessing the impact on the client’s ability to do their job.
This is a live webinar (not recorded) and will last approximately 30 minutes. It is CII-accredited for structured CPD.