The Right DA Club has published details of its online webinar programme for 2024.
It is holding a session each quarter, with the first two sessions – taking place on 21 February and 22 May at 10am – looking at how firms can maximise their protection potential in 2024.
In February, guests include Carl Heard from LV= and John Reville from UnderwriteMe, who will be showing how, and when, advisers can position protection in conversation with clients, how to utilise risk calculators, how to take advantage of technology, resources available, and other key compliance considerations.
In May, Gregor Sked from Royal London will be joining the session to myth-bust around the complexity of protection products, show how to access the market and where to find the client base, look at the different types of business protection, and show who are the providers in this space.
On 22 August at 10am, The Right DA Club are holding a webinar entitled, ‘PMI, GI & Signposting in a Consumer Duty World’ with James Kelly from LV= joining Bipin Sandhu from The Right PMI.
The session will show how to access the PMI market, the value of a GI book, looking at signposting to advice, Consumer Duty compliance considerations, and much more.
Finally, on 21 November, The Right DA Club will conduct a full review of the year and highlight what to look forward to in 2025, detailing common compliance feedback areas, how training and competence including CPD, knowledge testing and file checks can assist with recommendations and saturation rates, plus an open Q&A on any hot topics leading into a new year.
Each webinar lasts an hour and is hosted by Gary Harrison, account manager at The Right DA Club, and Steven Howard, head of regulatory support at The Right DA Club. All attendees can earn a CPD certificate which will be supplied at the end.
Chelsea Kiefert (pictured), head of The Right DA Club, said: “We’re very pleased to be announcing our webinar session programme for the year, with a session each quarter, designed to provide our DA member firms and their advisers with a whole raft of information they can use to generate business and grow revenue.
“The first three sessions have a particular ancillary sale and diversification focus, looking at the protection, the PMI, and the GI opportunities available, and how to ensure clients are aware of the services on offer, the products they can access, and the quality advice available to them.
“Then in November we’ll be reviewing the year and looking ahead to what comes next, with a particular focus on compliance and training and competence, plus an open Q&A where our DA Club members can ask any questions they wish.
“Our first webinar takes place later this month and we hope as many member firms and advisers will be able to join both it, and those others we are holding this year.”
