This Protection sign off course learning module is required for advisers or Network Members of Connect who haven’t sold protection before, or who only have basic knowledge
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 protection training 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 which you will need to complete before attending the course and may well prompt some questions for you to ask on the day.
After studying the initial sections and attending the protection training day you should be in a position to pass the “Protection sign off competency test” contained within this course.
Finally following the Protection sign off day you will be asked to watch 3 videos to re-enforce your knowledge of the subject matter – The Life stages of protection with Zurich, Selling protection in the BTL marketplace and Finding out about IPipeline’s sourcing options. When this has all been completed and passed you will have your protection permissions issued and your agency codes requested which will allow you to advise.
