Free

May: Protection Keynote (Milton Keynes)

Event Information

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Location

Location

Holiday Inn Express

Fox Milne

Tongwell St

Milton Keynes

MK15 0YA

United Kingdom

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Event description

Description

Protection Keynote

  • Understand the consumer and retail market factors and trends relevant to financial protection.

  • Understand the areas of need for protection planning and the main sources of financial protection.

  • Understand the role and limitations of State Benefits and state/local authority funded solutions for financial protection.

  • Understand the range, structure and application of life assurance and pension based policies to meet financial protection needs.

  • Understand the taxation treatment of life assurance and pension based protection policies.

  • Evaluate client protection needs and priorities.

Agenda

9.15am to 10am - Sense Surgery

10am to 10.15am – Registration and coffee

10.15am to 10.30am – Sense welcome and introduction

10.30am to 11.15am – Technical session 1

11.15am to 11.30am – Break

11.30am to 12.15pm – Technology session

12.15pm to 12.45pm – Sense Compliance session

12.45pm to 1.30pm - Lunch

1.30pm to 2.15pm – Technical session 2

2.15pm – 2.30pm – Break

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Date and Time

Location

Holiday Inn Express

Fox Milne

Tongwell St

Milton Keynes

MK15 0YA

United Kingdom

View Map

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