Join us on Wednesday 10 August at 10am, to hear Stuart Horton (Protection National Account Manager) talk you through the benefits of packaging relevant life and executive income protection together – offering tax-efficient protection solutions for your business and corporate clients.
Why should I register?We’ll help you to:
engage with your corporate clients, business owners and professional connections;
identify the need for, and explain the benefits of, relevant life and executive income protection policies;
understand the legislative requirements and tax treatment of relevant life policies;
add value to your business clients’ holistic financial planning by packaging relevant life together with executive income protection; and
use the tools and support provided to discuss relevant life and executive income protection with your clients.
The session will qualify for 30 minutes of structured CPD. We’ll send a certificate verifying this to all participants after the session.
This communication is for financial advisers only. It must not be distributed to, or relied on by, customers.
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Using a Satnav?
Please use postcode: B93 0NN to locate the office when visiting.
Testimonials
Like the friendly can do approach, keep it up!
Michael McGuiness, Adviser
My experience with TRM so far has been excellent I can’t tell you how much you guys have lifted me since March. The positive approach shown by everyone to get the business on and to get the commission paid is up lifting. What a breath of fresh air, great Network and fantastic positive attitude.
Andrew Smith, Adviser
You are a wake up call to this market and a revelation compared to my previous network.