"Why protection should be a keystone of your clients’ plans" Regional Chartered Body Alliance Webinar

Why protection should be a keystone of your clients’ plans

CPD Webinar held in conjunction with the CISI

Date: 14th January 2021

Time: 2.30pm to 3.30pm

Andy Woollon from Zurich will be presenting on protection planning and how policies can be used as an alternative asset class.

Many clients will have seen their assets grow significantly, but what lies ahead? No one really knows what’s going to happen to the markets and what if your clients had to stop or encash their investments because of ill-health or death? What would be the impact on their families and your income?

It’s often said that protection is at the heart of sound financial advice, because it can help to de-risk client’s assets by underpinning the risks on death for clients looking to preserve their wealth or create a legacy.

So, this session will look at the use of protection as an alternative and complementary asset class (adding diversification from the stock markets) to generate wealth in various client circumstances or to protect assets on death to pass on intact to the next generation.

Ultimately this is about providing your clients with reassurance and peace of mind, whilst highlighting the planning opportunities for you to help protect your adviser income.

By the end of this session, attendees will be able to:

· Consider how protection could be used as an alternative and complimentary asset class.

· Understand how protection can be used to protect investments on early death and various later life scenarios.

· Consider the planning points and opportunities to use protection for wealth clients.

Andy has worked in the financial services industry for over 35 years, with experience from life, pension and investment providers, in a variety of positions including DB scheme administration, institutional investments and Retail Investment Marketing Manager. During his 18-year tenure at Zurich, he has been involved in the development and promotion of their investment propositions to financial advisers. Since 2011, he has worked in the Strategic Partners Team as a dedicated Wealth Specialist Presenter, and more recently promoting its’ protection proposition.

This presentation will count for 1 hour of CPD if relevant to your identified learning needs.

(Note: CISI members should book via the CISI website to avoid being charged an attendance fee)

Joining Instructions:

https://us02web.zoom.us/j/88951340986?pwd=MWJmVWt2K3ZoR0RINjFnRkF5QUs3dz09

Webinar ID: 889 5134 0986

Passcode: 983288