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Shareholder and Partnership Protection

This webinar covers how to identify, position and structure a robust solution for protecting the ownership of a business. 

It will share key insights from Legal & General’s Business Protection research and explain how policies are written. We’ll also outline the most common structures for these arrangements, any legal agreements required and how the right level of cover is identified.

Learning objectives:

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

This is a live webinar (not recorded) and will last approximately 45 minutes. It is CII-accredited for structured CPD.

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This website is designed to give professional financial advisers information and tools that they can use to help control and develop their business and should not be relied upon by private investors or any other persons.