PROVIDER CPD COURSES.

In this webinar, Shelley Read Aviva’s Senior Intermediary and Development manager will show you how to analyse your protection business to ensure it’s performing at its best.

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This webinar explores the results of Aviva’s third independent cost of living survey of consumers in the UK, together with research carried out with advisers in relation to their clients and the impact of the cost of living crisis.

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In this webinar, Aviva’s Protection Development and Technical Managers, Shelley Read and Gregor Sked, will take you through key steps that’ll help you to nail your menu conversations.

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We know delivering value to your clients is important to you. And now of course, Consumer Duty requires all firms to ensure they deliver fair value and can evidence this.

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Over the last 10 to 15 years, we’ve seen a period of asset generation; from strong investment performance, growing property portfolios to first time buyers utilising help to buy schemes.

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We’ll be focusing on how to make lead generation work for advisers and what regulation means for you.

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How to reduce your cancellation rate by gaining customer commitment. We discuss some of the main reasons why customers cancel their cover and recommend measures that you can put in place to reduce this.

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Join our panel of experts where they’ll be discussing the most common causes of misrepresentation and exploring how we can overcome this together. We’ll also look at examples where we can seek to deliver good customer outcomes, putting the customer at the centre of our culture across the industry.

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Competing on price alone is not in the interest of better customer outcomes, but additional benefits such as wellbeing services can demonstrate the long-term value of the policy to your customers. Tangible benefits mean that the policy is no longer simply a piece of paper in a drawer.

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Joanna Scott will be joining us from the ABI to talk through their new mental health standards and what they mean for people when accessing insurance. And our very own Helen Croft and Rachael Bradbourn will talk about how we’ve made it quicker and easier for customers to get insured.

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Understand the myths and misconceptions that prevent clients from engaging with their financial plans.

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The first in the series of wealth focused webinars looking at the protection opportunity in the wealth accumulation phase and the role of cashflow modelling.

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The second in the series of wealth focused webinars explores the need for protection at all stages of life including when moving into the decumulation phase and retirement.

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This three-part course looks at the key aspects of inheritance tax (IHT), including when IHT is payable on death estates and in respect of lifetime gifting. The course is primarily for protection advisers arranging term or whole of life cover in trust to provide funds to meet an IHT liability.

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In this webinar Jamie Page, Head of Protection Distribution, explores the findings and the most common protection barriers. He’ll help you confidently tackle these objections and showcase the value of your advice.

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In this 30-minute webinar, Jamie Page, Head of Protection Distribution, will discuss the attitudes and perceptions of insurance through the lens of different age groups. You will also hear from Emma Astley, adviser and Managing Director of CoverMyBubble, where she’ll share her experience and provide some practical tips and advice to support you and your business.

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Jack Southcott, Proposition Manager, and Mandy Tonkin, Compliance Executive, discuss how The Exeter can support you and your advice process by considering customers in vulnerable circumstances.

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Across the UK, many people are experiencing health and financial challenges like never before. To better understand these concerns, The Exeter has surveyed 2,000 employed and 2,000 self-employed adults during a period of record NHS waiting times and increased living costs.

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Selling Life Cover on Value details how to demonstrate the value when selling in a potential protection solution. This session highlights the fact that price is just one factor in determining the appropriate cover choice for your clients and value should be evident in that solution.

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The webinar offers plenty of insight, information and examples from Aviva’s Group Protection webinar.

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Working life has changed significantly for hundreds of thousands employees. We all face the prospect of a more permanent shift in our working culture. So how is all this change affecting our mental wellbeing? And will this add up to an increase in income protection claims for mental health?

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Learn how to position income protection cover based on your client’s specific needs.

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Jamie Page, our Head of Strategic Partnerships, looks at the opportunities within the market, common barriers to selling income protection, how you can confidently handle any objections and how our income risk calculator could be the answer to bringing your conversations to life.

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Jack Southcott, Proposition Lead for Protection and Shaun Ware, Brand and Corporate Communications Manager provide some valuable insights into self-employed workers and the trends we see when it comes to income protection.

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Critical illness (CI) cover. Yes, it provides a lump sum to people when they need it most. But it might just save a life one day too. Don’t just take our word for it. Hear first-hand from AIG customer Dave Marcus on how he discovered the true value of CI.

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Over half of the female population have never considered protection insurance. And when it comes to critical illness, they’re taking out 90% less cover than men. So let’s talk about how we can close the critical illness gender gap.

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Jordan and Sophie Chappelow didn’t even know they had child critical illness cover until their mortgage adviser got in touch. Listen to what CI cover has meant for The Chappelows and their son Shay – ‘the happiest little guy you’ll ever meet’.

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Many clients are not aware of critical illness cover (CIC) and the benefits it offers. This session will give you some top tips for reinvigorating your CIC sales process. You’ll hear from expert CIC sellers on how they prepare for critical illness conversations and manage objections with clients.

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Critical illness (CI) cover has changed over the years. So has how we judge the quality of the cover. Price, quality, the number of conditions, value added services. It can be a minefield but we’re here to set the story straight.

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Learn about the purpose of critical illness cover and the valuable role it can play in protecting your clients’ financial futures.

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This webinar will highlight the rise in business owners and discuss some of the implications in terms of the need for financial planning.

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This webinar takes a closer look at business protection, what it is and why your clients who are self-employed or directors of an SME should consider it.

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Relevant life insurance provides employees with death-in-service benefits outside a registered group life scheme. It’s designed to pay out a lump sum on death or diagnosis of a terminal illness. Straightforward and cost-effective, it’s also tax-efficient for employers and employees.

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This course explains the requirements for a policy to be relevant life cover providing a tax-advantaged employee benefit. It explains the tax treatment of the policy and the associated trust.

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This course explains how life and critical illness cover can meet business protection needs. It covers key person loss of profits and loan protection cover. It explains the components of shareholder and partnership protection arrangements – including the similarities and differences.

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This course is primarily aimed at advisers arranging life and critical illness cover linked to meeting business protection needs. It outlines the main ways trading businesses can be established along with their tax treatment. It also summarises the main financial planning considerations for each type of business.

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Get the latest insights into business protection opportunities for advisers, including developing the market and identifying the risks and needs for your clients.

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Find out about Key Person Income Protection, including how the policies are written, levels of cover, policy features and the tax premiums and benefits for your clients.

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An overview of the opportunities for Key Person cover. Find out how the policies are written, how cover levels are identified, and how you can develop the market.

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Understand how a businesses’ articles of association and accounts can help you add value to your business protection advice, including how to use the documents to help identify risks.

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Find out how share and partnership protection is written, how you can help develop the market, plus details about how to set up a policy.

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Understand how a Relevant Life Plan is set up and what makes this cover so tax efficient. Find out about the target market for these policies.

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Delve into the topic of investment-related schemes, legacy gift planning and how to enhance the return available investment bond schemes, using a Whole of Life policy.

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This two-part course looks at the different types of trusts used with protection policies. It explains the inheritance tax (IHT) treatment of the premiums and when IHT periodic and exit charges can apply.

DOWNLOAD NOW. PART 1 | PART 2