Summary of the session 30 mins of Structured CPD.
Learning Objectives
- How to identify the types of clients you should be speaking to about relevant life and executive income protection solutions
- The tax treatment of executive income protection policies
- The tax treatment and advantages of relevant life policies
- The differences between relevant life and group life policies
- The differences between executive income protection and personal income protection policies
Assessment
Pass = 4 out of 5
Format
Simply view the slides below and login/register when you are ready to take the assessment.
Webinar Content
The information is based on Aegon’s understanding of current legislation, taxation law and HM Revenue and Customs (HMRC) practice, which may change. The tax treatment depends on the individual circumstances of each client and may be subject to change in future.