Stuart Halliwell, Business Development Manager, gives an overview of how a set of company accounts can provide a valuable insight into a business. He highlights points to consider and how a set of accounts can be used when considering the amounts of business protection cover needed.
Business Development Manager, Stuart Halliwell, highlights how our Key Person and Business Valuation calculators can help you in your discussions with your clients when arriving at the appropriate sums assured for key person cover or for share and partnership protection.
Marcus Primhak, Business Development Manager, highlights some of the methods you can use to generate business protection leads and scout for new business.
Marcus Primhak, Business Development Manager, gives an overview of how to effectively market your company to prospective new business protection clients as well as ideas to think about when developing your own corporate proposition.
Scott Hood, Market Development Manager, highlights the importance of a Will and the benefits of Will Trust Planning.
Market Development Manager, Scott Hood, talks you through the different methods of shareholder protection - the traditional company share protection arrangement and Company Share Purchase. He highlight points to consider and the pros and cons of each method.
Emma Davies, Specialist Protection Manager, gives a brief introduction to Price Beater and how we'll beat a competitor's premium on high sum assured Term and Critical Illness quotes.
Nathalie Claeys, Protection Development Manager, talks about how the plan works, the benefits it can offer to your corporate clients and the sales opportunities.
Market Development Manager, Scott Hood talks to Rob Sendall, MD of Lifetime Legal Limited, about a unique new legal service for business protection clients.
Business development manager, Marcus Primhak, highlights the numerous sources of information available to you, when preparing for the first appointment.
Underwriting Propositions Manager, Stuart Halliwell, gives a brief introduction to financial underwriting and covers topics such as share, partnership and key person protection.
Protection Specialist, Emma Davies, talks you through the ways in which you can exploit your existing professional connections. She also provides tips on developing new connections..
Using real life case studies and views from experienced advisers this DVD looks at the business protection market. You can use this DVD with your clients to help highlight the benefits of business protection and the potential pitfalls if protection is not in place.
Chapters within the DVD:
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This is not a consumer advertisement. It is intended for professional financial advisers and should not be relied upon by private customers or any other persons.