Why protection should be a keystone of your wealth clients plans

Presented by

Andy Woollon, Zurich

About this talk

Many of you will be wealth advisers with clients who have seen their assets grow significantly, but what lies ahead? No one really knows what’s going to happen to the markets and what if your clients had to stop or encash their investments because of ill-health or death? What would be the impact on their families and your income? It’s often said that protection is at the heart of sound financial advice, because it can help to de-risk client’s assets by underpinning the risks on death for clients looking to preserve their wealth or create a legacy. So, this session will look at the use of protection as an alternative and complementary asset class (adding diversification from the stock markets) to generate wealth in various client circumstances or to protect assets on death to pass on intact to the next generation. Ultimately this is about providing your clients with reassurance and peace of mind, whilst highlighting the planning opportunities for you to help protect your adviser income. By the end of this session, attendees will be able to: • Consider how protection could be used as an alternative and complimentary asset class. • Understand how protection can be used to protect investments on early death and various later life scenarios. • Consider the planning points and opportunities to use protection for wealth clients.

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