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Nick Shorey
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Decks in this class (9)
01. Market factors & trends in financial protection planning
Regarding frequency impact matrix...,
What are the 2 main events that h...,
Nowadays there are far more that ...
13
cards
02. Financial protection needs
Name the 5 main areas of need for...,
Divorce a dissolving of a cp or r...,
What 2 things must an adviser tak...
6
cards
04. Life assurance
What are whole of life policies d...,
Why do most new policies have no ...,
Name 2 reasons why funeral plans ...
83
cards
05. The taxation of life assurance & pension-based policies
In general any gain is not taxabl...,
When are providers likely to issu...,
What are the qualifying rules for...
7
cards
06. Income protection insurance
What is ip,
Why was ip formerly known as perm...,
What is the deferred period
46
cards
07. Critical illness insurance
What is cic,
What are the main 3 critical illn...,
Someone under 65 is how many more...
36
cards
08. Long-term care insurance
When is lt care required,
Significant variation in care by ...,
What does the care act 2014 require
60
cards
09. Other insurance based policies
What is the difference between sh...,
What is insurance premium tax ipt...,
What is the typical time period f...
55
cards
10. Personal protection
1
cards
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R05
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