ProtectionGuruPro Live! (And everything else we covered last week)
Rob Harvey brings you a round up of everything we covered last week on Protection Guru, including the official 'go live' of ProtectionGuruPro. Click here to read article
Practical Protection Podcast – S5 Ep 14 Financial Vulnerability Taskforce
Hi everyone. I hope you enjoyed the previous episode? I was joined by Matt Ran, where we spoke about Huntington's disease, and what this might mean for access to insurance. I’m joined by special guest Keith Richards, Chair of the Financial Vulnerability Taskforce, a professional body which was set up to help consumers and [...]
Double Points For A Double Bank Holiday
To celebrate the Platinum Jubilee we are offering DOUBLE points for new business until the end of May as well as a NEW addition to our reward selection A quick reminder of how Ceta Rewards works: To celebrate the Platinum Jubilee we are offering DOUBLE points for new business until the end of May as well [...]
Weekly Protection Update – 27th May 2022
Cost of Living - Cover Article Indexation Calculator Hi everyone, hope you’ve had a good week. I had an email from Nick Meek from Vida Insurance this week (who many of you will know as an adviser within the network) and he had an interesting sales [...]
The one-day investment that can help you make better tech decisions (and everything else we covered last week)
With less than a week to go until our Empowering Advice Through Technology (#EATT) conference, I wanted to take a moment to remind everyone about this must see event and that there is still time to acquire your tickets. During the day, you’ll see leading edge, and in some cases brand new, technology propositions from 7IM, [...]
What is Gift Inter Vivos?
Gift Inter Vivos can protect dependants against a potential inheritance tax liability if your client dies within three to seven years of making a gift. It typically entails taking out five single life level term policies that would run for three, four, five, six and seven years respectively, with each covering one-fifth of the [...]
Reaping the Rewards at Re-mortgage
As rates continue to increase, we are all beginning to feel the weight of rising prices, from gas and energy bills to the weekly shop. As we adjust to the more expensive way of living, the importance of maximising our earnings remains the topic of conversation. Brokers should now readdress how they make the [...]
Cirencester Friendly recorded continued growth in 2021
Cirencester Friendly have published their 2021 Annual Report and Accounts. Whilst last year continued to be a challenging year for many providers, due to the ongoing impact of the Covid-19 pandemic, the Society recorded continued growth with premium income, membership and funds under management all increasing. Membership increased to over 44,400 Members Total Society [...]
Whole of Life Cover that can also provide for care in later life
Not only does Vitality’s Whole of Life Cover provide on-going protection for the entirety of your client’s life, they can also add LifestyleCare Cover to their plan. Should they suffer from Alzheimer’s, Parkinson’s, dementia or are not able to look after themselves in later life they can access their cover to fund any care [...]
In 2021 LV= paid out more claims than ever before
While you hope your clients will never have to claim on their Protection policy, it provides peace of mind to know that, should they need to, they’re supported by a provider who cares. LV= supports your clients at each step, from the moment they take out their cover through to those life-changing moments. In [...]
