Virtual Workshop

Wednesday 11th September

Do you need Protection specific lender training to help support your client conversations? On Wednesday 11th September at 10am we will be joined by 5 of TMA’s protection panel as we discuss the tools, techniques and support, that TMA and our providers can offer.

This event will feature industry guests from Protection providers; Zurich, Legal & General, Royal London, Vitality and Cirencester Friendly

Legal & General – Flipping the Protection Conversation – Explore Legal & General’s critical illness pay-outs, and ongoing benefits that support clients throughout the policy term. Whilst uncovering tools and techniques to ensure clients understand the full value of protection advice.

Royal London – A simple alternative to using trusts: contractual beneficiary nomination

Cirencester Friendly – Asserting the importance of Income Protection for all clients but particularly how Friendly Societies can support clients with more specific needs and elaborating on some of the features of the Cirencester Friendly contract.

Vitality – Income Protection

Zurich – Zurich Accelerate – giving your clients more choice than standard medical care in the UK

Zurich logo
legal and general logo
Vitality round logo