Protection ‘Lunch & learn’ session – Introducing income protection – The Exeter
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.
These events are arranged by Connect and it’s associates and aimed at Mortgage Intermediaries.
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.
Semi Commercial - including borrower types, experience, suitable business types for occupancy, lending limits & rental coverage/splits Bridging – acceptable use, security/borrower types, lending limits Refurb in term – as… Read More »Kick Off the Week with Hampshire Trust on Monday 8th March 9.30am -10.15
Platform Zoom Content How to make your clients’ property finance simple at this 45 minute webinar with LendInvest's Sales Director, Sophie Mitchell-Charman, on the 8th March. Get to know LendInvest… Read More »Knowledge Bank – Lender Spotlight (LendInvest)
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
Platform: GoTo Webinar Content: In an environment where people are feeling financially vulnerable like never before, protection products and product features can seem complex and it can be difficult for… Read More »Must-have protection tools to help you engage and retain clients, with Protection Guru
Platform: Bizzabo Content: Do you have clients looking to begin or add to their property portfolio? There could be many benefits in purchasing residential buy-to-lets through a limited company. Chris… Read More »Barclays – Let’s Talk about Real Estate – Opening the door to a buy-to-let profile
Platform: BrightTalk Content: Social media is the single biggest marketing opportunity available to your mortgage business - but with new platforms springing up every five minutes, it can be difficult… Read More »Social media for advisers – Selling your mortgage business on social
Platform: Zoom Content: With the end of Q1 quickly approaching, the March Question of Knowledge is here! Friday 26th March 12PM | Approx. 1 Hour Nicola Firth, Roger Morris and Liza Campion… Read More »KnowledgeBank Think you know HMO?
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
Platform: Zoom Content: Join us for our next LIVE Criteria Clinic at 10am on Monday 29th March where we will be answering your questions on criteria relating to Complex Income Types and helping you place those… Read More »Knowledge Bank Criteria Clinic – Complex Income Types
There has been an increase in the number of UK adults in vulnerable circumstances as a result of the pandemic*. Consequently, the FCA has now issued its ‘Finalised Guidance’ to ensure the fair treatment of vulnerable customers, and this topic remains high on their agenda.
Platform: BrightTalk Content: Join Craig Hall, Head of Broker Relationships & Propositions, in conversation with David O'Leary, Policy Director at the Home Builders Federation, as they discuss a range of… Read More »L&G The Housebuilding Community – A look at the current landscape and beyond
Access to insurance has been one of the protection industry’s primary focus points since BIBA introduced the agreement to help make protection insurance more widely available in January last year. While much good work has been done to further the cause, there is still a long way to go before signposting can be considered as a common practise.
Join Financial Reporter and earn CPD hours while learning about the opportunities and challenges in the holiday lets sector. With face-to-face conversations from the comfort of your own desk and the chance to boost your professional development, you won't want to miss out.
Platform: GoTo Webinar Content: Join our protection specialist Adrian Bates for a look at the opportunities available to you in the Inheritance Tax Planning (IHT) space and how you can… Read More »Royal London – Protecting a legacy – The opportunities available
Join Scottish Widows for a webinar on Scottish Widows Protect and their approach to mental health and underwriting.
Platform: GoTo Webinar Content: CPD Learning Objective: To understand Royal London's Income Protection offering. REGISTER
Platform: Aviva Webex Content: Relevant Life and Employee Significant Illness REGISTER
Platform: Aviva Webex Content: Key Person and Loan Protection REGISTER