Meeting Compliance Requirements - Protection Insurance
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Meeting Compliance Requirements - Protection Insurance

Do you want to improve your first time pass rate for compliance? I will help you understand compliance better and improve client outcomes.

By Kathryn Knowles

Date and time

Wed, 1 May 2024 05:00 - 06:30 PDT

Location

Online

Refund Policy

Contact the organiser to request a refund.
Eventbrite's fee is nonrefundable.

About this event

  • 1 hour 30 minutes

Protection Insurance can be quite easy but it can also be incredibly complex, especially if you are reviewing and replacing an existing policy.

In this structured CPD session we will be going through:

  • Why the completion of an advice report is vital to your work
  • Appropriate protection advice recommendations
  • The role of Trusts in protection insurance advice
  • Essential risk warnings to discuss with your client
  • What should be included and how to complete replacement policy declarations

Tags

Organised by

Kathryn Knowles