Business Protection Bootcamp

This webinar reflects on our SME research, which shows how many business owners recognise the value of seeking advice and the significant role it can play in protecting their enterprise in the event of death, serious illness, or injury.

Learning objectives:

1. Summarise the business protection opportunity, the demographics of UK small businesses and how advisers can best develop in this market.
2. Illustrate business owner's attitude to risk within the context of business protection, and the areas of risk that business protection products protect.
3. Establish the need for businesses to protect their debts, the risk of the loss of a key person, protect their business shares, and protection for their families.

This live webinar is CII-accredited and lasts approximately 30 minutes

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Learn how to position cover to repay debts, replace profits, and cover expenses for recruiting replacement staff. See how Key Person Protection is written, how the level of coverage is determined, and what the tax considerations are on these plans.

Learning objectives:

1. Understand how to guide your client through the process of agreeing suitable levels of cover by using tools and calculators
2. Demonstrate the importance of presenting the truest picture of the client’s life when applying and its impact on acceptance and claims
3. Explain the process of making a claim, and what to consider when assessing the impact of illness, injury, or diagnoses on a client’s ability to work
   
   
   

This live webinar is CII-accredited and lasts approximately 45 minutes

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This webinar deep dives into small business ownership structures and looks at commonly used arrangements, the legal agreements required and how to identify the appropriate level of coverage when writing Share Partnership and Protection policies.

Learning objectives:

1. Summarise the business protection opportunity, the demographics of UK small businesses and demonstrate how you can best develop this market
2. Demonstrate how to set up the different types of share protection arrangements, including the varying supporting agreements
3. Explain how to arrive at an appropriate sum assured for a share protection arrangement and the need for premium equalisation

This live webinar is CII-accredited and lasts approximately 45 minutes

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This session highlights how small business owners can provide affordable, tax-efficient employee benefits for both them and their staff by using Relevant Life and Executive Income Protection plans. We will explain how the insurance is positioned, how it is set up, and the tax treatment of premiums and claims.

Learning objectives:

1. Understand the criteria for a Relevant Life Plans and Executive Income Protection, and how these policies are structured in a tax efficient manner leading to the potential savings a client can achieve
2. Identify the importance of protecting an income as part of a financial review for self-employed and business clients, and the role Executive Income Protection plans can play
3. Identify the opportunities for writing Relevant Life Plans and Executive Income protection with business clients

This live webinar is CII-accredited and lasts approximately 45 minutes

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Understanding the structure of a business and its accounts can help you identify areas of financial risk and suggest affordable solutions that meet your client’s protection needs. Join this webinar to learn how to use these valuable resources as part of your advice process.

Learning objectives:

1. Explain how a business is set up and the how the associated documentation can help drive a conversation around the ownership
2. Describe the structure of accounts and identify the appropriate details to help you demonstrate the risks for a business
3. Demonstrate how to assist your clients in understanding the financial impact of death, illness and injury on their businesses

This live webinar is CII-accredited and lasts approximately 45 minutes

Register