As you know, this year has started in a very strange place, however I believe the market, advisers and providers are much more aware and ready for remote working this time around and hope that there will be less of an impact than in lockdown part 1.
As one of your Business Account Managers at Zurich, I am keen to support you as much as I can during these times and I’m delighted to invite you to a series of presentations I shall be running during the first quarter of 2021.
The sessions will be presented on MS Teams, lasting between 30-60 minutes depending on the presentation and Q&A, they will also qualify towards the 15 hours of structured protection CPD that is required by the FCA.
You are welcome to pick and choose what sessions will be relevant to you
Please find the timetable below along with an agenda for each session:
| Date | Topic | What are we going to cover? |
|---|---|---|
| 21 January @ 10.00am | Zurich Personal Protection | • The features and benefits of Zurich’s Life and Critical Illness proposition • The benefits of adding Children’s benefit to a policy • Managing policies on the Zurich Life Protection Platform |
| 28 January @ 10.00am | Cost of resilience – ”the art of financial survival” – Zurich Income Protection | • The meaning of financial resilience and consequences of clients not being financially resilient • How to identify clients who might not be financially resilient • The importance of providing flexible income protection solutions |
| 4 February @ 10.00am | Getting into Income Protection and an introduction to Zurich Income Protection | • The developments in the Income Protection market and the benefits of Income Protection to clients • How to get into the market and approach new clients • The features and benefits of Zurich Income Protection and managing policies on the Life Protection Platform |
| 11 February @ 10.00am | Added-value protection benefits for your clients | • Explain what added-value benefits are and the range of added-value benefits available. • Understand how some added-value benefits work and the value to customers. • Know where to obtain help and support from Zurich. |
| 18 February @ 10.00am | Understanding Relevant Life Policies | • The legislation under which a RLP is written and how to identify clients who would benefit from a RLP • How the Relevant Life Property Trust works and the importance of completing the trust and nomination forms correctly • Tax treatment of the premiums and benefits • The support available to advisers through Zurich |
| 25 February @ 10.00am | Understanding Key Person Protection (an introduction to this area of advice) | • The issues faced by businesses on the death, critical illness and temporary incapacity of a key person • How to identify key people, calculate the sums assured and write policies with the most appropriate term • The tax treatment of the premiums and benefits • Demonstrate the recommendation in a way that is easy for the client to understand • The support available to advisers through Zurich |
| 4 March @ 10.00am | Understanding Shareholder Protection (an introduction to this area of advice) | • The importance of succession planning and the implications of not having a succession plan • The different methods of succession planning and how to use them • Trusts and option agreements and how they should be completed to ensure tax efficiency • Premium equalisation and the tax treatments of the premiums and claim proceeds • The support available to advisers through Zurich |
If you are interested in the above sessions, please advise either myself or my colleague Becky (depending on who you are looked after) and we can arrange for an invite to be sent to you
Our details are:
Andy.1.king@uk.zurich.com Tel : 01793 405952
Becky.ogbourne@zurich.com Tel : 01793 406111
