Sales idea of the month: family protection - have we got it covered?Posted by Kate Connor on 1st July 2015Our latest sales idea of the month video sees Dermot McConkey interviewing Kate Connor, protection development manager, on the theme ‘Family Protection: have we got it covered?’ In the video Kate discusses how the structure of families has altered over time and how, by recognising these changes, brokers can position themselves to meet customers’ needs.Read more
Your client's income in retirement - where will it come from?Posted by Kevin Fitzsimons on 1st July 2015The summer edition of the PIBA's magazine, The Financial Broker, is out now and features a pensions article by Kevin Fitzsimons on helping clients plan for income on retirement. In the article Kevin looks at the concept of the "four pillars of retirement income" and how it can serve as a tool in reviewing likely source of assets and income and identifying gaps.Read more
Personal Fund Threshold: Deadline extended to 31st JulyPosted by Kenny Mellor on 30th June 2015Clients with in excess of €2 million as of 1st January 2014 now have until 31st July 2015 to make their online application to the Revenue Commissioners for a PFT. For more on the PFT process, click on the link below.Read more
Ireland under-covered - are we protecting what matters most?Posted by Bernie Lynch on 25th June 2015One of our new infographics that's being used on social media and in PR as part of our current protection campaign, this focuses on some of the more hard-hitting elements of life insurance. Infographics are a great way to help get messages across to your clients in a way that's easy for them to relate to.Read more
MAPS Quarterly UpdatePosted by Michael Hayes on 18th May 2015It has been a strong start to the year for investment markets with both equities and bonds rising although markets have been more volatile. In the latest edition of our MAPS quarterly update we take a detailed look at what has been driving markets and our current MAPS asset allocation as well as an update on our unique Dynamic Share to Cash (DSC) model and how it has moved during the first quarter this year.Read more
Irish Life Financial Services ltd. is regulated by the Central Bank of Ireland. Irish Life Assurance plc. is regulated by the Central Bank of Ireland.
Irish Life Financial Services ltd and Irish Life Assurance plc Registered Office - Irish Life Centre, Lower Abbey Street, Dublin 1. Phone: 01 704 2000, E-mail: PartnerSupport@irishlife.ie.
Irish Life Financial Services Registered Number 489221. Irish Life Assurance plc Registered Number 152576.
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