CII - R05 Financial Protection Flashcards

Decks in this Class (11):

• Chapter 1 Market Factors And Trends In Fi

  Chapter 1- Market Factors And Trends In Financial Protection Planning

  Sample Cards:

  when mitigating personal risk how is ...,

  what sort of severity impact risk are...,

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

  Chapter 3- State Benefits

  Sample Cards:

  which act introduced universal credit,

  who is eligible for bereavement suppo...,

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

  Chapter 2- Financial Protection Needs

  Sample Cards:

  what are the 5 different categories o...,

  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 ...,

  what really the qualifying rules for ...
  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 ...,

  what type of ip is designed mostly fo...
  14 Cards
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• Chapter 7 Ci

  Chapter 7- CI

  Sample Cards:

  when was guidance introduced to be p ...,

  what is the usual survival period on ...,

  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 avail...,

  who can claim attendance allowance,

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

  Chapter 9- Other Insurance Based Products

  Sample Cards:

  how long does a personal accident a s...,

  name 6 common areas of cover for pers...,

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

  Chapter 10.1 - Needs And Priorities Personal Protection

  Sample Cards:

  give 5 examples of capital needs,

  give an example of long term income n...,

  give an example of short term income ...
  9 Cards
  Preview Flashcards
• 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 c...
  27 Cards
  Preview Flashcards