This webinar focuses on positioning the role of protection through the accumulation, decumulation, intergenerational and estate planning phases of a client’s financial life, using the example of a cash flow model.

This expertise is increasingly important. Because today, the wealth advice sector is fully focussed on the integration of protection and wealth advice to ensure that a client’s financial expectations are realised no matter what happens.

Learning objectives:

Understand how protection insurance can help a family achieve its financial goals
Identify situations where protection policies could be a practical solution for your clients and protect their accumulated wealth
Demonstrate how protection policies could be used in IHT planning or to meet liabilities regarding gifts
This is a live webinar (not recorded) and will last approximately 45 minutes. It is CII-accredited for structured CPD.