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Personal protection training

DanAtkinsonUKDanAtkinsonUK Member
in Products & providers

I'm looking to get someone in to do some personal protection training. I've got contacts that have delivered great specialist business protection training, but not go anyone in mind for this. I want someone who will talk about it from the financial planning angle rather than a pure sales pitch...
Any suggestions as to who has been good for you?

Dan Atkinson FPFS CFP APP Chartered FCSI
Chartered Financial Planner
Certified Financial Planner
Head of Technical at Paradigm Norton

Twitter: https://twitter.com/danatkinsonuk
Instagram: https://www.instagram.com/danatkinsonuk/
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Comments

  • Suse1969Suse1969 Member

    I had a guy at Scottish Widows do a good pitch on personal protection but he's moved on now. They might still have someone with an angle in your area though.

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  • DanAtkinsonUKDanAtkinsonUK Member

    I've had Aegon and Royal London suggested as i'm looking for a provider that can do all products. As a curve-ball we do have some contacts via the Protection Review so thinking about exploring those avenues...
    It's on the slower track as we have lots of advisers off on hols at the moment.

    Dan Atkinson FPFS CFP APP Chartered FCSI
    Chartered Financial Planner
    Certified Financial Planner
    Head of Technical at Paradigm Norton

    Twitter: https://twitter.com/danatkinsonuk
    Instagram: https://www.instagram.com/danatkinsonuk/
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  • benjaminfabibenjaminfabi Moderator

    Bumping this because I'm interested in who you used for business protection training Dan?

    Benjamin Fabi 
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  • richallumrichallum Administrator

    Next Howwow is on protection. This first one mainly on personal but 2nd part will be biz. Have you looked at the NextGen CPD in a box on protection? There's 15 hours so should be something on biz.

    Paraplanner. F1, Apple, Nutella, ice cream. No trite motivational quotes. Turning a bit northern. 

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  • benjaminfabibenjaminfabi Moderator
    Ah that's useful on the howwow, cheers. Expect pre webinar questions!

    I'll check nextgen too :)
    Benjamin Fabi 
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  • DanAtkinsonUKDanAtkinsonUK Member

    @benjaminfabi said:
    Bumping this because I'm interested in who you used for business protection training Dan?

    We have used L&G who have an excellent session including delving into company accounts. Can't recommend it highly enough.

    Thanks for bumping this up my list again BTW. I took the advisers through the protection aspects of Voyant which is quite a good tool too (if you use it right!). Visual is very powerful!

    Dan Atkinson FPFS CFP APP Chartered FCSI
    Chartered Financial Planner
    Certified Financial Planner
    Head of Technical at Paradigm Norton

    Twitter: https://twitter.com/danatkinsonuk
    Instagram: https://www.instagram.com/danatkinsonuk/
    Share on Google+
  • richallumrichallum Administrator

    @DanAtkinsonUK is that an open session L&G do or was it one they did for you?

    Paraplanner. F1, Apple, Nutella, ice cream. No trite motivational quotes. Turning a bit northern. 

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  • Suse1969Suse1969 Member

    L&G came in and did a session for us.

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  • DanAtkinsonUKDanAtkinsonUK Member

    @richallum said:
    @DanAtkinsonUK is that an open session L&G do or was it one they did for you?

    We had them come in and deliver it. However they do run it in very small groups (less than 10) from time to time. It was extremely interactive which was why they ran it in such small groups. One of the best training sessions i've ever been to!

    Dan Atkinson FPFS CFP APP Chartered FCSI
    Chartered Financial Planner
    Certified Financial Planner
    Head of Technical at Paradigm Norton

    Twitter: https://twitter.com/danatkinsonuk
    Instagram: https://www.instagram.com/danatkinsonuk/
    Share on Google+
  • richallumrichallum Administrator

    Thanks @DanAtkinsonUK

    Paraplanner. F1, Apple, Nutella, ice cream. No trite motivational quotes. Turning a bit northern. 

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