Business Protection Essentials: A Practical Guide for Advisers

Introduction

Business protection remains one of the largest underserved opportunities within the advice profession. Many business owners have significant financial risks but little or no protection in place should a key individual die or suffer a critical illness.

This webinar provides a practical introduction to business protection, explaining the key risks facing businesses and the solutions available to mitigate them. Delegates will discover how to identify opportunities, have meaningful conversations with business owners and understand the core protection arrangements commonly used in the market.

What you will learn

This short webinar will cover the following:

• The business protection market opportunity
• Understanding the risks faced by business owners
• Key Person Protection explained
• Shareholder and Partnership Protection arrangements
• Business Loan Protection solutions
• Common ownership structures
• Tax considerations and practical issues
• Identifying opportunities within an existing client bank
• Beginning business protection conversations confidently
• Practical case study examples