Webinar: The role that trusts play in protection
Date: Wednesday 13th December 2017
Time: 3 pm
Duration: 30 minutes
Presenter: Mark Godding, National Account Manager, Aegon
You’re invited to join Aegon’s Mark Godding, National Account Manager, on Wednesday 13th December 2017 at 3 pm, as he talks through the role that trusts play in protection – register here.
The Circle of Trust overview
It’s widely accepted that placing a life protection policy in trust has many benefits for both your clients and their dependents. But it’s a shocking fact that only 12%* of our life protection policies are placed in trust.
Key learning outcomes
- Why this figure is so low.
- What the impacts and implications are of not placing a policy in trust.
- The impact of the main residence nil rate band.
- How we can simplify the process.
- How you can build trusts into your sales process to grow your business.
There will be live Q&A’s at the end of the webinar and this session will qualify for 30 minutes of CPD points.
Once registered, you’ll receive the information you need to join the webinar, including dial-in numbers and passcodes. Be sure to print this information or save it to your calendar.
We look forward to hosting you at our Circle of Trust session.
