The Protection Toolkit - August 2022

Event Details

Free


Date and Time

Wed, 24 August 2022

12:00 - 13:00


Location

Online via Zoom- the zoom link will only be available in IOB Learn

From your desktop

  • Login to IOB Learn
  • Under 'Quick Links' click on 'Events' on the left hand side
  • Click on 'My Upcoming Events' then on the Zoom Details

From IOB Learn App

  • Click on the middle icon at the bottom of the screen (looks like a compass dial)
  • Scroll down to Content Channels, under this is 'Events', click on 'Events'
  • Scroll down to 'My Upcoming Events'
  • Click on the event then click on Register to access the Zoom details.
Event Details

Free


Date and Time

Wed, 24 August 2022

12:00 - 13:00


Location

Online via Zoom- the zoom link will only be available in IOB Learn

From your desktop

  • Login to IOB Learn
  • Under 'Quick Links' click on 'Events' on the left hand side
  • Click on 'My Upcoming Events' then on the Zoom Details

From IOB Learn App

  • Click on the middle icon at the bottom of the screen (looks like a compass dial)
  • Scroll down to Content Channels, under this is 'Events', click on 'Events'
  • Scroll down to 'My Upcoming Events'
  • Click on the event then click on Register to access the Zoom details.
Event details
+

Protection is one of the main business for the insurance practitioner but can often lead to a lot of misunderstandings, between the main differences in policy types and the correct recommendations for the client. This session will provide an in-depth look at all of the main types of protection products and a guide to the different types of cover that is often provided. Case study examples will be used to bring to life underwriting considerations, the CPC Code, Inheritance Tax (including Life of another and co-habiting couples) and Insurance Law Cases also. This is a repeat of the live event from May 2022. If you attend for a second time, you will not receive CPD for a second time.

There is 1 CPD hour available for the following designations:

  • QFA Life Assurance

  • APA Life Assurance

  • LCI

Marcello Pietrocola LL.M. FCII CDPO LCOI CIP RPA QFA ALIA

Director – Mentone Insurances Ltd. Chartered Insurance Broker

Marcello Pietrocola has over 33 years’ experience in the insurance industry, in the areas of financial planning, pensions and general insurance business, as founder and Director of Mentone Insurances Ltd.

He is a Chartered Insurance Broker, a Fellow of the Chartered Insurance Institute, Certified Insurance Practitioner, Retirement Planning and a Qualified Financial Advisor, Licentiate of the Compliance Institute, Certified Data Protection Officer and in addition, a member of the Society of Underwriting Professionals of the Chartered Insurance Institute.

Marcello holds a Master’s degree in Employment Law in Practice, and co-authored legal journals published in 2021 in the Commercial Law Practitioner, by Thomson Reuters (Professional) Ireland.

Marcello Pietrocola LL.M.  FCII CDPO  LCOI CIP RPA QFA ALIA