Protection CPD Course  

Guide to innovation in protection

  • Explain the impact of innovation in underwriting
  • Identify ways industry can close protection gap for renters
  • Identify ways that wealth managers can address client protection needs
CPD
Approx.60min
Guide to innovation in protection
 Credit: Startup Stock Photos via Pexels

Introduction

When we talk about innovation, technology is often the first thing that comes to mind.

While technology and more sophisticated forms of working are all key tenets to innovation, it also encompasses the way a service is renewed and brought up to date by applying new processes, introducing new techniques, or establishing successful ideas to create new value.

This guide will explore all aspects of innovation in the protection industry, including changing technology, how to close protection gaps and how policies are evolving.

This guide is worth an indicative 60 minutes of CPD.

In this guide

CPD
Approx.60min

Please answer the six multiple choice questions below in order to bank your CPD. Multiple attempts are available until all questions are correctly answered.

  1. True or false. Trusts can now be completed online.

  2. How many characters are there within condition codes, which are held in electronic health records?

  3. What is one of the ways that is suggested to close the protection gap for renters?

  4. True or false. It has been increasingly difficult to get larger, medically complex cases through underwriting has compounded the issue and led to a move away from protection.

  5. Which of the following is NOT one of the challenges preventing IFAs from offering protection cover?

  6. According to Naomi Greatorex how can cashflow modelling tools help wealth managers?

Nearly There…

You have successfully answered all the questions correctly, well done!

You should now know…

  • Explain the impact of innovation in underwriting
  • Identify ways industry can close protection gap for renters
  • Identify ways that wealth managers can address client protection needs

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