Making Income Protection an Essential Part of the Menu Conversation

Tuesday, 24 August 2021
10:00 am – 11:00 am

Summary

In this webinar, our Protection Development and Technical Managers, Shelley Read and Gregor Sked, discuss the importance of including Income Protection as part of a Menu Plan. We’ll explore common objections to buying Income Protection and provide tips and ideas to help overcome these.

The session will be hosted on Microsoft Teams and a link will be included in the confirmation email issued after reserving your place.

Learning objectives

  • Have a better understanding of what happens when someone is off work sick and the level of state sick pay support.
  • Have a clear understanding of which clients particularly need to discuss Income Protection.
  • Understand how to use the Royal London menu tool to start a conversation about Income Protection.
  • Know how to build a cost-effective menu-based solution to include Income Protection to suit your client’s needs and budget.

Our Speakers

Shelley Read, Senior Protection Development and Technical Manager

Shelley has worked in financial services for over 25 years, starting her career in the Mortgage world and then from 2008 in protection field Face to Face Sales. Shelley was originally with Bright Grey and Scottish Provident and latterly representing Royal London in the West Midlands and Warwickshire area. Shelley moved to her current team in July 2017 and now covers all of the UK.

Shelley is involved in developing adviser facing content, presenting, writing articles and commenting for the press. Shelley therefore has an in-depth knowledge of the mortgage and protection market and her strengths have been training and coaching advisers to recommend protection solutions to their clients and delivering this coaching in an easy to understand and simple way. Shelley’s area of expertise also includes Family Protection and Business Protection.

Shelley hosts a monthly book club in Sutton Coldfield and also enjoys attending various cookery courses both at home and abroad to improve her cooking skills and her love of entertaining friends and family.

Gregor Sked – Protection Development and Technical Manager

Gregor’s exposure to financial services began back in 2011. Most of his early career was spent at Standard Life where he was a presenter in the workplace pension engagement team. He joined Royal London in 2018 to spend more time on protection in the Intermediary market. Gregor is involved in developing adviser facing content, presenting, writing articles and commenting for the press.

Gregor is also studying towards a Diploma in Financial Planning through the CII.

Even though he spends most weeks travelling the length and breadth of the UK for business, in his spare time he loves travelling the world and planning future adventures. He also loves cooking, running and when he’s not travelling can be found on the golf course patching up all the divots he’s made.

CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

1 hour's CPD can be claimed for this event if relevant to your learning and development needs.

It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.