Connect for Intermediaries

Protect the People and Protect the Property are core to our property purchase and mortgage advice process to ensure our customers are fully aware of the impact on their financial well-being should they encounter any nasty surprises. As advisers, a documented conversation with every customer on protection is the minimum requirement, followed by the choice… Read More »Connect Protection ‘Learn & Earn’ Masterclass

The 10-week programme will be sessions of up to an hour every Friday that are fully CPD accredited so that you will hit 2/3rds of your Insurance CPD requirement for the year. We kick off with session 1: Paul Archer Protection Sales Masterclass. Those who attended the conference may recall Paul from his presentation on referrals.… Read More »“Protection Matters” Training Series | Session 1: Protection Sales Masterclass

The 10-week programme will be sessions of up to an hour every Friday that are fully CPD accredited so that you will hit 2/3rds of your Insurance CPD requirement for the year. Session 2: Royal London - Exploring the opportunities to discuss protection in light of consumer duty. “Protection Matters” Training Series Together with the demands… Read More »“Protection Matters” Training Series | Session 2: Royal London – Protection in Light of Consumer Duty

The 10-week programme will be sessions of up to an hour every Friday that are fully CPD accredited so that you will hit 2/3rds of your Insurance CPD requirement for the year. Session 3:  Scottish Widows Opening the protection conversation as part of a mortgage fact find. “Protection Matters” Training Series Together with the demands… Read More »“Protection Matters” Training Series | Session 3: Scottish Widows – Mortgage Fact Find

The 10-week programme will be sessions of up to an hour every Friday that are fully CPD accredited so that you will hit 2/3rds of your Insurance CPD requirement for the year. Session 4: Aviva Having a more rounded protection conversation. “Protection Matters” Training Series Together with the demands (and opportunities) that consumer duty presents,… Read More »“Protection Matters” Training Series | Session 4: Aviva More Rounded Protection

Protect the People and Protect the Property are core to our property purchase and mortgage advice process to ensure our customers are fully aware of the impact on their financial well-being should they encounter any nasty surprises. As advisers, a documented conversation with every customer on protection is the minimum requirement, followed by the choice… Read More »Connect Protection ‘Learn & Earn’ Masterclass

The 10-week programme will be sessions of up to an hour every Friday that are fully CPD accredited so that you will hit 2/3rds of your Insurance CPD requirement for the year. Session 5: L&G Deadline to Breadline. “Protection Matters” Training Series Together with the demands (and opportunities) that consumer duty presents, the protection business… Read More »“Protection Matters” Training Series | Session 5: L&G Deadline to Breadline

The 10-week programme will be sessions of up to an hour every Friday that are fully CPD accredited so that you will hit 2/3rds of your Insurance CPD requirement for the year. Session 6: The Exeter Handling Objections. “Protection Matters” Training Series Together with the demands (and opportunities) that consumer duty presents, the protection business… Read More »“Protection Matters” Training Series | Session 6: The Exeter Handling Objections

The 10-week programme will be sessions of up to an hour every Friday that are fully CPD accredited so that you will hit 2/3rds of your Insurance CPD requirement for the year. Session 7: LV Wake up to IP. “Protection Matters” Training Series Together with the demands (and opportunities) that consumer duty presents, the protection… Read More »“Protection Matters” Training Series | Session 7: LV Wake up to IP

The 10-week programme will be sessions of up to an hour every Friday that are fully CPD accredited so that you will hit 2/3rds of your Insurance CPD requirement for the year. Session 8: The Connect Training and Compliance Teams process and advice standards. “Protection Matters” Training Series Together with the demands (and opportunities) that… Read More »“Protection Matters” Training Series | Session 8: Connect Training and Compliance Teams

Protect the People and Protect the Property are core to our property purchase and mortgage advice process to ensure our customers are fully aware of the impact on their financial well-being should they encounter any nasty surprises. As advisers, a documented conversation with every customer on protection is the minimum requirement, followed by the choice… Read More »Connect Protection ‘Learn & Earn’ Masterclass

The 10-week programme will be sessions of up to an hour every Friday that are fully CPD accredited so that you will hit 2/3rds of your Insurance CPD requirement for the year. Session 9: UnderwriteMe Using the platform to underwrite clients with health issues. “Protection Matters” Training Series Together with the demands (and opportunities) that… Read More »“Protection Matters” Training Series | Session 9: UnderwriteMe

The 10-week programme will be sessions of up to an hour every Friday that are fully CPD accredited so that you will hit 2/3rds of your Insurance CPD requirement for the year. Session 10: Uinsure The easy way to do GI business “Protection Matters” Training Series Together with the demands (and opportunities) that consumer duty presents,… Read More »“Protection Matters” Training Series | Session 10: Uinsure

Protect the People and Protect the Property are core to our property purchase and mortgage advice process to ensure our customers are fully aware of the impact on their financial well-being should they encounter any nasty surprises. As advisers, a documented conversation with every customer on protection is the minimum requirement, followed by the choice… Read More »Connect Protection ‘Learn & Earn’ Masterclass

Protect the People and Protect the Property are core to our property purchase and mortgage advice process to ensure our customers are fully aware of the impact on their financial well-being should they encounter any nasty surprises. As advisers, a documented conversation with every customer on protection is the minimum requirement, followed by the choice… Read More »Connect Protection ‘Learn & Earn’ Masterclass

Protect the People and Protect the Property are core to our property purchase and mortgage advice process to ensure our customers are fully aware of the impact on their financial well-being should they encounter any nasty surprises. As advisers, a documented conversation with every customer on protection is the minimum requirement, followed by the choice… Read More »Connect Protection ‘Learn & Earn’ Masterclass

Protect the People and Protect the Property are core to our property purchase and mortgage advice process to ensure our customers are fully aware of the impact on their financial well-being should they encounter any nasty surprises. As advisers, a documented conversation with every customer on protection is the minimum requirement, followed by the choice… Read More »Connect Protection ‘Learn & Earn’ Masterclass