PROTECTION LEARNING

Income protection plans should be the foundation of every clients financial planning. The base upon which resiliance can be added to other finances; from the house they call home, through family holidays, to those special little treats that make a difference, everything depends on income. Never has this been more obvious than it is today […]

In reading this article you will understand: What immediate cover is and how it differs to free cover Which business protection insurers offer immediate cover and what the limitations are Whether immediate cover is worth using

For most clients, submitting an application where there are no medical or other disclosures will mean that terms are offered pretty quickly. Such clients are usually deemed as relatively low risk and as such medical evidence will not be required.  Where the client is slightly older or requires a particularly high sum assured however, they

Income protection should arguably be the cornerstone of any financial planning. However, lat years Swiss Re Term and Health Watch 2022 highlighted that whilst there had been an 8.9% growth in income protection sales in 2021, the income protection market is still down from the record high of sales in 2019. This is perhaps understandable

This course looks at the different types of illness and conditions and what Critical illness protection will cover.

With many individuals and households facing rising living costs and a squeeze on their income, there is a risk that valuable protection insurance products are seen by clients as a non-essential cost and therefore they may either forgo the cover entirely or cancel existing products. Whilst clearly the overall value of any policy is the

SDL is here to meet all your surveying needs   Established in 1989, SDL pioneered the panel management approach in surveying, which marked a move away from local branch managers valuing properties for mortgage purposes. They were also an early innovator in technology. In 2010, they were the first to introduce iPad technology to drive

This course shows the impacts Covid has had on the protection market throughout 2020 and highlights the key protection opportunities that it brought. This module is based on a Protection ‘Lunch & Learn’ session held on 26th February 2021. The presentation starts at 7m 10s and there are Q&As at the end. You should set

This course explains the benefits of using UnderwriteMe’s Protection Platform for sourcing your protection quotes. After completing this course you should understand how the platform works and what its key features are. This module is based on a Protection ‘Lunch & Learn’ session. You should set aside a maximum of 75 minutes for this session.