CII - R05 Financial Protection Flashcards

Decks in this Class (11):

• Chapter 1 Market Factors And Trends In F

  Chapter 1- Market Factors And Trends In Financial Protection Planning

  Sample Cards:

  when mitigating personal risk how is it,

  what sort of severity impact risk are be,

  what are the main drivers of sales of in
  6 Cards
  Preview Flashcards
• Chapter 3 State Benefits

  Chapter 3- State Benefits

  Sample Cards:

  which act introduced universal credit,

  who is eligible for bereavement support,

  do you pay tax on bereave net supportpay
  51 Cards
  Preview Flashcards
• Chapter 2 Financial Protection Needs

  Chapter 2- Financial Protection Needs

  Sample Cards:

  what are the 5 different categories or a,

  can redundancy be insured,

  what is the nil rate band for iht
  6 Cards
  Preview Flashcards
• Chapter 4 Life Assurance

  Chapter 4- Life Assurance

  Sample Cards:

  does wol usually have a surrender value,

  what is unit linked wol,

  how does unit linked wol work
  42 Cards
  Preview Flashcards
• Chapter 5 Taxation Of Life Assurance And

  Chapter 5- Taxation Of Life Assurance and Pension-based Protection Products

  Sample Cards:

  what is generally meant by qualifying,

  what is the annual premium limit for qua,

  what really the qualifying rules for tem
  51 Cards
  Preview Flashcards
• Chapter 6 Income Protection

  Chapter 6- Income Protection

  Sample Cards:

  how long do standard ip policies usually,

  how long is the usual benefit period on,

  what type of ip is designed mostly for s
  14 Cards
  Preview Flashcards
• Chapter 7 Ci

  Chapter 7- CI

  Sample Cards:

  when was guidance introduced to be p con,

  what is the usual survival period on sta,

  what is the usual deferred period on wop
  8 Cards
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• Chapter 8 Long Term Care

  Chapter 8- Long Term Care

  Sample Cards:

  what nhs funded nursing care is availabl,

  who can claim attendance allowance,

  which act sets out need for councils to
  17 Cards
  Preview Flashcards
• Chapter 9 Other Insurance Based Products

  Chapter 9- Other Insurance Based Products

  Sample Cards:

  how long does a personal accident a sick,

  name 6 common areas of cover for persona,

  what are the common benefits included in
  27 Cards
  Preview Flashcards
• Chapter 101 Needs And Priorities Persona

  Chapter 10.1 - Needs And Priorities Personal Protection

  Sample Cards:

  give 5 examples of capital needs,

  give an example of long term income need,

  give an example of short term income nee
  9 Cards
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• Chapter 102 Business Protection

  Chapter 10.2- Business Protection

  Sample Cards:

  what is key person insurance,

  when is there a need for kpi,

  what are the key considerations for calc
  27 Cards
  Preview Flashcards