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Rough Guide to Business Protection
Help your clients understand the need for business protection
Help your clients understand the need for business protection
Stay up to date with our products and services by signing up for our regular webinars. Expert training support also available through our CII accredited training workshops.
The latest marketplace news and research
Read the key findings from our latest report
Technical guide to setting up our business protection policies
Helps safeguard a business against the financial effects of death, terminal illness (if life expectancy is less than 12 months), or critical illness if chosen, of a key person while the plan is in place.
Helps business owners buy out the shares of a partner or director who has died or becomes terminally ill and life expectancy is less than 12 months, or critically ill, if that option is chosen, while the plan is in place.
Helps your client pay an outstanding overdraft, loan or commercial mortgage, should the guarantor die or become terminally ill and life expectancy is less than 12 months, or critically ill, if chosen, while the plan is in place.
A life insurance plan that helps employers provide an individual death in service benefit for their employees.
All the information you need about setting up an agency plus help with underwriting and submitting business.
Find out how our online trust can be used for all our business protection policies, so potentially saving you time and effort.
Access to quality training and professional development, plus help to improve your business efficiency.
Details about our underwriting criteria and who to call with pre-submission queries.
Understand what type of evidence we require during the underwriting process.
A simple overview of the factors that affect our underwriting decisions for each product.
A client’s job and lifestyle factors such as alcohol intake, smoking and BMI will affect their premium.
Taking care of your high value protection business.
With over 70 Samaritan-trained claims handlers, we understand the importance of a fair and supportive claims process.
Why our five pillars of difference are good for your business. We are Intermediary Designed.
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.
