Insurance Hub: Exeter - The value of value-added services |
By the end of this session, you’ll:
-Have an insight into consumer perceptions of value-added services
-Understand how your clients are using The Exeter’s member benefits as well as gaining a wider market context of how value-added services are used.
-Understand how member benefits can support the delivery of good customer outcomes for your clients. |
Go to Course |
Insurance Hub: Exeter - What’s important to consumers when it comes to insurance? |
By the end of this session you’ll:
-Be familiar with current trends backed up by our yearly research.
-Be comfortable knowing what’s important to different demographics when it comes to purchasing health and protection insurance.
-Learn hints and tips on how to engage consumers. |
Go to Course |
Insurance Hub: Guardian - What we've learnt from CIExpert's critical thinking report 2024 |
In this feature-length podcast, John talks to Alan Lakey, Founder and Director of CIExpert and our Head of Marketing Rachael Welsh about the findings of CIExpert’s Critical Thinking Report 2024. |
Go to Course |
Insurance Hub: Liverpool Victoria - CPD Protection webinars |
LV= is offering a range of sessions over coming weeks, with protection-oriented skills-based how-to’s, product know-how and topical technical updates. |
Go to Course |
Insurance Hub: Liverpool Victoria - Consumer Duty |
We're committed to supporting you, and helping you deliver protection conversations to a high standard, with your clients at the heart. That's why we've made it easy for you to see a range of resources, tools, support and documents to help you with Consumer Duty requirements. |
Go to Course |
Insurance Hub: Liverpool Victoria - How to increase your protection business |
Often when you reflect on those clients that decided they didn’t want to take out protection after being offered your professional advice, it can start to feel a little personal. |
Go to Course |
Insurance Hub: L&G - Insight into Protection Trust |
By the end of this webinar, you will be able to do the following
-Understand how a trust works, and the key roles of all parties involved
-Demonstrate how a trust can be used to ensure a positive and beneficial outcome for your clients and their family when recommending protection insurance.
-Identify opportunities to use trusts when advising your clients and how these help you deliver tailored advice specific to your clients' needs. |
Go to course |
Insurance Hub: Royal London - Dispelling myths around trusts |
Learning objectives:
-Have a better understanding of the role trusts play in ensuring good protection outcomes.
-Be more confident knowing how to avoid certain trust pitfalls when dealing with different protection planning scenarios.
-Understand what options are available from pensions when someone dies and how they’re taxed.
-Appreciate when using a trust to receive pension death benefits might be useful. |
Go to Course |
Virtual Event Catch Up |
Join a range of our key partners as they provide you with valuable updates on their product and services. |
Go to Course |
Mortgage Hub: Key Partnerships - Equity Release Lead Generation |
Are you looking at ways to generate more equity release leads? Our latest lead generation session has been made available on-demand. During the session Key Partnerships’ Alistair Morrison and Carly Proudfoot will take you through:
-The latest figures from the equity release market
-Types of clients that your business might see
-Marketing channels to think about -5 things to consider for effective lead generation
-Support from Key Partnerships
|
Go to Course |
Development Hub: Data Privacy and AI |
Data protection is even more important in the age of AI. This module looks at why, and how you can help your organisation keep personal data safe when using AI systems. |
Go to Course |
Development Hub: AI in cyber security |
With smarter technology, interconnected devices and more remote working in today’s workplace, we can be more at risk of cyber threats. So how does AI increase these risks, and how can it also be used to defend against them? |
Go to Course |
Development Hub: Employee recognition |
Reward and recognition is a powerful, yet often overlooked, leadership tool. This resource will show you 10 ways to offer powerful praise to your team. |
Go to Course |
Development Hub: Spotlight on Jainism |
Jainism is one of the oldest religions still practised today. This introductory resource will help you gain a deeper understanding of Jainism including its history, beliefs, traditional practices and much more. |
Go to Course |
Development Hub: Spotlight on Paganism |
Paganism is an umbrella term covering a wide range of beliefs and practices. This introductory resource will help you gain a deeper understanding of Paganism including its history, beliefs, traditional practices and more. |
Go to Course |
Development Hub: Demonstrating values |
Do you know the difference between person and professional values? This resource helps you understand what your values may be and how they can help you when leading a team effectively. |
Go to Course |
Development Hub: How to support revenge porn survivors as an employer |
Unfortunately, revenge porn is a rising problem. It is crucial that you have plans in place to support employees in the event this happens to them. |
Go to Course |
Development Hub: Mind your assumptions |
We live in a world filled with assumptions. So what do these look like and what steps can you take to question your assumptions? |
Go to Course |
Development Hub: Managing generational conflict |
Everyone has something to offer, regardless of age. This video shows you how to effectively manage generational conflict. |
Go to Course |
Diversity & Inclusion Hub: Intersectionality in the workplace |
Intersectionality is the relationship between different protected characteristics such as gender, race, age and disability. What does this mean in the workplace? Find out in this short video. |
Go to Course |
Diversity & Inclusion Hub: Inclusion for all |
A workplace should feel like a safe and respectful place for anyone. So how can you be a more inclusive co-worker? |
Go to Course |
Diversity & Inclusion Hub: Creating a respectful and inclusive living environment |
‘Home’ doesn’t always mean what you think it does. It can look and feel different for everyone. This module will help you understand what makes a home and highlight the ways you can create an inclusive living environment for all. |
Go to Course |
Mortgage Hub: Paragon - What is the economic contribution of the private rented sector? |
A new report, published by the NRLA and Paragon and produced by leading professional services provider PwC, reveals that small and medium landlords in the private rented sector (PRS) support over 390,000 jobs, both directly and in the wider economy. |
Go to Course |