‘It’s all about Trust’ from Royal London takes a hands on approach to the job of writing protection policies into Trust using examples of good practice, how to complete the form along with the technical aspects you need to be aware of along the way’.
How to register for the webinar
Title: It’s all about Trusts
Date: 3rd October 2018
Time: 10am
Register for free here
Learning objectives
- Understand the business opportunities of making trusts a key part of your protection proposition
- Have a wider understanding of what happens in the probate process and why this takes months to complete
- Accurately be able to locate and complete a Royal London trust form for a protection policy
- Describe the importance of the letter of wishes and why this should be reviewed periodically