PFS Webinar - Making it simple but comprehensive
Overview
- This webinar is the first of two sessions which we have planned with Lisa Aggett from Scottish Widows
- The webinar link will be sent by Theresa the day before the webinar
Learning Objectives
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Clarification around the structure of a Scottish Widows Protect Critical Inness Cover Plan
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Demonstrate how we simplified our cover but also widened the scope of our conditions covered at the same time
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Discussion around our strategy and how we are helping to shape the critical illness protection market focusing on what matters and offering comprehensive cover
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A look at how our approach is performing against the wider market
Lisa Aggett - Scottish Widows
Lisa has worked in the industry for 30 years in the main more so Protection but recently Scottish Widows moved Lisa over the Holistic arena and now working alongside Wealth Advisers assisting them to grow their business whether Pensions, Workplace, Annuities or Protection.
Lisa is very passionate about Protection and as we all know a product that is under sold but can take time to conclude the sale but so worth it.
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.