Jun
9
12:03pm
Online Assembly x Vitality: Paraplanners Protection Toolkit - Episode 2
By Paraplanners' Assembly
What's it all about?
Welcome to the second of three Online Assemblies where we are partnering with Vitality to discuss protection.
Think of this as your Paraplanners Protection Toolkit, perfect for:
- Anyone with limited protection experience
- Anyone who wants to increase their understanding and want to introduce more protection into client plans
- Anyone who thinks they know it all but wouldn't mind brushing up a little
What will you be adding to your toolkit in episode 2? This episode is all about the protection policy and review and will include:
- What makes up a protection policy?
- Jargon busting - all the different types and options
- What’s the craic with Vitality?
- How much is enough and how to compromise/prioritise
- Presenting options to clients
- What does a good protection review look like?
Got questions?
What with it being a online assembly, there are plenty of ways for you to get stuck in:
- Ask a question: If you tune in on the day, you can pop a question in the Q&A section or share your experiences in the chatroom
- @ us on twitter: If you can’t make the sessions but still want to ask something, send it to @ParaAssembly on twitter or email us here and we’ll see what we can do.
Meet the panel
- 📷Nick Telfer - Nick is Vitality’s Protection Development Manager. He has been in the Financial Services industry for longer than he cares to remember, working in a number of areas including sales, marketing and product research and development. Nick is passionate about protection and his experience has given him a unique knowledge of the market and the challenges it faces. When he isn’t working he enjoys walking, playing golf and watching sport, particularly cricket.
- Gary King - Gary is one of the Protection Specialists at Vitality, and has supported financial advisers with all aspects of personal and business protection for over 20 years.
- Jonny Stubbs - Jonny has gained nearly 20 years experience in Financial Services from a number of different roles in advising, compliance and paraplanning (both in house and outsourced). Jonny currently heads up the team at LIFT-Financial in Cheshire. Jonny is passionate about all things financial planning, with a particular interest in how technology can be used to drive efficiencies and better communication with clients.
- Richard Allum - Founder of The Paraplanners (and manages to run a few paraplanner events, or something like that).
Our panel will join us on Wednesday 9th June, at 1.00pm for this hour-long online chat.
Want to ask them a question on the topic already? Go on, once you've registered, pop your question under the Q&A section - don't wait for the event, or email us here, or ask in real-time on the day.
Join us by pressing the 'save my spot' button.
When is it?
This online gathering is on Wednesday 9th June, 1.00-2.00pm. Can't make it? Then watch the replay, available just after the event finishes.
Just click the 'save my spot' button.
See you there!
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Continue the chat
If you enjoyed that event, then head over Big Tent and say hello. There's a whole bunch of paraplanners hanging out there.
Never miss an event by...
Signing up for the Post or by following us on Twitter for news on any upcoming ones.
For a full list of past events, just click here.
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Got a question? Try these answers on for size
How does this Online thing work?
Save your spot by clicking the button on the top right. It's free, the only thing you have to do is register an account.
On the day of the event just sign back in here. But, we'll also send a reminder email ten minutes before it starts.
On the tech side of things. Viewing the events on browsers such as Chrome or Firefox work best. Headphones are a good idea if you share an office, plus the ability to type so that you can ask questions via the chat feature.
What if I can't make it to the event?
Just sign-in and view a recording of the session whenever it suits you.
Can I ask questions?
Yes! As many as you can throw at our panel. Plus, if you can't make the event, book a spot and add a question beforehand, the panel will then answer it during the event.
Can I suggest a topic or be on the panel?
Absolutely, the more the merrier. Drop us an email.
Are there more Online events?
You bet your bottom dollar there are, and on lots of useful topics for paraplanners. Watch past and/or register for any upcoming events here.
There isn't an upcoming event listed, when will the next one be?
Sorry about that. We're just confirming the topics and putting together an A-Team panel for it. We do aim for every last Wednesday of the month, at lunchtime (1-2pm for most normal folk), so you can join in while eating your sandwich.
Sometimes we'll throw a curve ball and change the date. That's because we want to bring you AMAZING panel members, and they just can't make Wednesdays. It's as simple as that.
Actually, my question was on something else
Ooh, we like new questions. Just pop it in an email and send it on its merry way to here.
One last question, what do you do with my details when I sign up?
Crikey, another good question! We’ll use your details to keep you posted on our happenings. From time to time, this will include activities that our supporters are participating in that we think you’ll find interesting. We share information at an aggregate level with our supporters every now and then.
Please see our Privacy Policy here for details of how we will process your personal information.
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Paraplanners' Assembly
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