As we all know, life can be very unpredictable! One minute, life is running smoothly, and then the next…
Our financial protection module helps break down what other options are available to help in the event of financial difficulty and how, usually, this can emphasis a need for private financial protection.
We will look at the different types of personal protection plans available, and what they are used for, along with factors that can influence the suitability both now and in the future. The module will also give an overview of information that will need to be gathered - from the client’s needs to a breakdown of existing policies, and what we’d expect to see in the suitability report and file overall.
This module is defined by four units. They are:
During this module, you will:
