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A knowledge sharing community of students, tutors, content sponsors, and acclaimed industry experts – with access to high-quality educational content accredited by the Chartered Insurance Institute (CII) and the Chartered Institute for Securities & Investment (CISI). Accessing this channel requires consent to share your details and viewing activity with sponsors.

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Advising on income protection

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Learning: Structured

Tutors:

  • Robert Harvey, Head of Insurance, Drewberry
  • Jennifer Gilchrist, Protection Specialist, Royal London

Learning outcomes:

  1. Advisers and consumers’ views on the protection market and income protection
  2. The role advisers play in income protection
  3. How to dispel the myth that protection and income protection are complex and a difficult advice sale
  4. Where income protection fits within a client’s advice journey
  5. Talking points for your client about the need for income protection