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This document contains details about what medical information we will need to underwrite your client's application based on their age, chosen level of cover and whether it is single or joint life.
A quick reference guide to Protect Life cover.
This is a glossary to cover terms that are widely used in relation to trusts.
This document describes the disability conversion option available on Protect policies.
**Please note - This document is currently being updated.**
This client guide explains Inheritance Tax (IHT) and offers guidance on IHT planning.
This form can be used to put your clients death benefit in trust but retain any critical illness benefit for themselves.
This document is our Inheritance Tax Planning (IHT) for couples.
A flowchart designed to assist financial advisers with selecting the right trust for their clients wanting to use a regular premium life assurance policy for IHT purposes.
A sales aid explaining our latest critical illness cover.
This document describes the advantages and disadvantages of using absolute trusts.
A sales aid for the Additional Care Benefit available with our critical illness cover.
This guide is designed to give you a basic understanding of inheritance tax and how you could reduce your inheritance tax liability in order to pass on as much wealth as possible.
A brief overview of the cover available for a non-claimant after a claim on a Protect policy
This document explains the different uses of Rolling Term.
A case study explaining how a client could use the cover continuation option on a joint life policy to apply for further cover after a claim.
Case studies of why a client would need further cover after a critical illness claim and how our cover reinstatement option can help.
You can find full details of the claims we paid in 2018, together with information on our claims processes, in our latest guide.
A brief overview of the cover available after a total permanent disability claim on a Protect life cover policy
A brief overview of the cover available after a claim on a Protect life cover policy
This sales aid explains how we can offer a solution when one life, on a joint life last death application, is declined.
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