We are pleased to announce that the first Business Protection Best Practice session of 2015 will be held in Durham.
Date: 29th January, 10:00am start
Venue: Ramside Hall Hotel, Carrville, Durham, DH1 1TD
There will be 4 of our Providers at the event, including Aegon, Ageas and L&G, focusing on the following topics, with the aim of enhancing your understanding and increasing your business sales opportunities:
- Large Case Underwriting – different provider views and different illnesses covered
- Trusts – the benefits of writing cases under trust and the different ways of doing this
- Relevant Life – which Providers operate in this market, the benefits to clients, tools to contact existing clients who this may be appropriate for
- Claims – understanding how initial disclosure can impact claims payments and how to speed up claims payments
Registration will start at 10am, and the event will begin at 10.30am with a short introduction. We will then have 4 round table sessions for 30 minutes each where you will be able to engage with the Providers.We will finish at 12:45 and a buffet lunch will be provided.
CPD certificates will be provided for this event and count towards your 35hrs needed under RDR rules.
Places are limited, so please do book your place early to avoid disappointment.
Please feel free to forward this email to any colleagues that you believe may be interested in attending too. If you have any concerns or require any further information then please just reply to this email or call the office on 0121 781 7337.