Register to learn more about Trusts with Lee from Scottish Widows next Tuesday.

Lee Morgan delivered a session on protection sales a few weeks back and is back by popular demand to talk you through the benefits of trusts and how to set them up for your clients.
If you want to understand more about Trusts, this session is for you. This is what Lee will cover:
  • 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:
Training ID: 939-976-684