17th April 2019
Royal London: A guide to wills, trusts and guardianship (30 minutes)
30 minute CPD reading
Recommending life cover to your clients helps make sure they’re financially protected but does it go far enough?
Our Good Parent Portfolio makes it easier to talk to clients about making a will, putting protection plans into trust and the importance of thinking about guardianship.
Learning outcomes
After reading this guide, you will have an understanding of:
- How to talk to your clients about making a will
- How to put protection plans in trust
- The importance of guardianship and why your clients should think about this