This pre-reading course is primarily aimed at advisers or Network Members of Connect who haven’t sold protection before, or who only have basic knowledge (but everyone is welcome to have a look).
This content should give you an overview of the main types of protection cover available, as well as highlight some key areas for further learning AFTER the course. The aim is to help you make the most out of the day and arrive with some basic knowledge. We’re focusing on 3 main areas, cover types, why customers need protection and some key guidance to underwriting evidence requirements. Underwriting often seems off-putting but with some simple guidelines and some planning, you’ll soon find your way around.