Protecting People PROTECTING YOUR CLIENTS Current Cover Solutions

Protecting People PROTECTING YOUR CLIENTS Current Cover Solutions LIFE CRITICAL ILLNESS WHOLE OF LIFE + CRTITICAL ILLNESS

Protecting People PROTECTING YOUR CLIENTS BUSINESS SHARE PROTECTION LOAN PROTECTION KEY PERSON RELEVANT LIFE

Protecting People Plan Works Limited Employees Policy 1 Life Cover Policy Owner Plan Works Limited Trustees Policy 2 Life Cover Policy Owner Plan Works Limited Policy 3 Life Cover Policy Owner Plan Works Limited Policy 4 Life Cover with Critical Illness Policy Owner Plan Works Limited

Protecting People NUMBER OF CRITICAL ILLNESSES Our critical illness cover also includes § 54 conditions (including the 23 § Including 12 additional § 17 exceed the ABIs standard . defined in the ABIs statement of best practice. definitions (ABI+). conditions, where payment is over and above the sum assured § Children’s critical illness and life cover

Protecting People

Protecting People CHILDRENS COVER Our cover includes free children’s critical illness cover SWP up to £ 25, 000 or 50% of the main sum assured, whichever is lower. 5 Child specific definitions Free children’s life cover of £ 5000 Relevant definition of a child

Protecting People CARE SERVICES

Building Your Business OUR PROCESS Timely and Fair Decisions, Co-located Team That You Can Talk To…

Building Your Business MEDICAL UNDERWRITING PRE UNDERWRITING DEDICATED UNDERWRITER FOR EACH CASE CONSISTENCY OF DECISION GP INTERACTION INTUITIVE EXPERT UNDERWRITING POINT OF SALE DECISION

Building Your Business FINANCIAL UNDERWRITING Life Cover No evidence Simplified £ 1 million 3. 5 million Critical Illness No evidence Simplified £ 500, 000 1. 5 million

Building Your Business Service Excellence

Building Your Business

Building Your Business RETENTION SUPPORT

Building Your Business