Our upcoming February and March webinars will focus on how advisers and clients can make the most of Menu Plans.
Join us on Tuesday 23 February at 10.30am for our first webinar, where we’ll explore ideas to help you nail your menu conversations – and sell more protection policies.
Get more details and sign up now. Even if you can’t make this date, if you register, you’ll be able to access the webinar ‘on-demand’ afterwards at a time that suits you.
Here’s what you’ll learn in this webinar:
- The advantages of writing policies in a Menu Plan for both advisers and clients.
- How to use a simple model to help clients understand their protection gaps.
- How to show the risks clients face and the probability of making a claim.
- Who could benefit from a Menu Plan.
- How to use the Royal London Menu Tool.
- How to build a cost-effective menu-based solution to suit a client’s needs and budget.
