Zoom PFS CPD session - Helping to keep you and your clients financially resilient
We are delighted to welcome Paul Dewick of LV for this online training workshop.
Session Overview:
The cost of living crisis refers to a period of time during which the cost of everyday essentials like food and bills increases more quickly than average household income.
The UK has been experiencing a cost of living crisis since late 2021.
Although the cost of living crisis affects us all, those of us on lower incomes are disproportionately impacted.
Venue: Online via Zoom, Theresa will issue the link to attendees the day before.
Timing: Session starts 9.00am and finishes at 10am.
Learning objectives
- Helping clients make informed decisions
- Protecting mortgages and income
- Using tools and calculators to help clients understand the need for protection
- Using value added services to help retain clients
Paul Dewick - LV
Account manager looking after protection advisers in Scotland and Northern Ireland.
Spreading the word on the award winning LV= Income Protection plan, Critical Illness cover and a master of all things Business Protection.