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Protection Insurance Underwriting

We have 45 minutes structured CPD for you that is focused upon how protection insurance underwriting works in the UK. We are placing a key focus on client risks that can affect insurance terms, processes to make your research more efficient and key questions to ask your client at the start to manage expectations.

Webinar CPD

Protection Insurance Underwriting Transcript

The transcript for this webinar is hosted on Kathryn’s insurance advisory firm Cura Financial Services. You can access it on the dedicated webinar page here.

Kathryn Knowles smiling at the camera with a cashflow chart in the background for an income protection analysis
Kathryn Knowles looking at the camera with some details of her cancer training in the background
Kathryn Knowles with client recommendation training
Kathryn Knowles smiling at the camera with shareholder protection training in the background
Kathryn Knowles with Parkinsons training
Kathryn Knowles with details of initial factfinding requirements
Kathryn Knowles delivering client retention training
Kathryn knowles focusing on training for advisers to advise rather than order take
Kathryn Knowles delivery compliance training

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