This webinar explores how Relevant Life Plans can support your small business clients with affordable and tax-efficient death-in-service benefits, for both employers and staff.

Our research suggests many small businesses aren’t aware of these policies. But once understood, they’re often used by companies to offer a valuable employee benefit – helping advisers have further discussions around the wider protection needs of the business.

Learning objectives:

Understand the criteria for Relevant Life Plans and how these policies can be structured in a tax-efficient manner to achieve potential savings for customers
Demonstrate the importance of protecting your client’s family and the role Relevant Life Plans play
Identify the opportunities when writing Relevant Life Plans and what extra opportunities they can offer business customers
This is a live webinar (not recorded) and will last approximately 30 minutes. It is CII-accredited for structured CPD.