Unit 5 – Mortgage Related Protection Products

Current Status

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Price

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Course Content

Topic 16 - Financial Protection and Planning

Income and Capital Protection

Protection Priorities

Topic 17 - Types of Financial Protection - 1

State Protection

State Benefits – Low Income

Critical Illness Cover

Income Protection Insurance

CIC and IPI Comparison

Topic 18 - Types of Financial Protection - 2

Employee Protection

Contents Insurance

Other Forms of Protection

Topic 19 - Protection Advice

Providing Advice

Pre and Post-Contract Disclosure

Identifying Suitable Products

Recommendations

Last Updated on April 1st, 2024 by Jay Lee

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