Emma Hall, key relationship director at Movin Legal, will run a series of live one-hour training sessions online.
Movin’ Legal has launched a CPD accredited wills training course for intermediaries.
Emma Hall, key relationship director at Movin Legal, will run a series of live one-hour training sessions online, which will be made available for free to intermediaries and will be validated by the CPD Certification Service.
Data provided by the firm shows that 54% of clients who take out life insurance policies do not go on to make a will.
John Ahmed, chief executive, Movin’ Legal, said: “This is all about how we can make intermediaries feel confident in discussing wills with their clients.
“We are at the height of a pandemic, but this is something that should not be overlooked and will smooth over the nooks and crannies for the client should anything arise at a future date.”
Hall added: “This is really about enabling brokers and introducers to add to their portfolio and expand on the advice that they can give to their clients.
“People’s circumstances are changing all the time – the help of Bank of Mum and Dad; buying as an unmarried couple and let alone the examples of divorce, children and dependents from another marriage. This can be a future minefield for any client not if it’s mapped out at an early stage.”
