If you sell protections plans you need to understand trusts! Trust are a great way to minimise protection clawback, gain referrals and help your clients at the same time.
Lee Morgan from Scottish Widows will help you understand more and will cover the following:
- How a trust works – a simple explanation that clients will understand
- The benefits of writing a plan in trust
- The consequences of not
- The 3 main types of trust
- Who is involved in a trust and their responsibilities
- What plans can/can’t be written in trust
Register for this session:
Tuesday 14th July
11am – Midday
Registration URL: https://attendee.
Training ID: 939-976-684
Training ID: 939-976-684
Following registration, you will be sent reminders and a link to join the vent