Leading The Way in Business Protection


Our Specialist Protection team are experts in business protection and high sum assured cases. We aim to offer you expert support to deliver a high level of service to some of your most important clients as well as the opportunity to expand your business.

 

Our Specialist Protection team can help you with:

  • Business strategy – support with developing your business model and breaking into the business protection market.
  • Technical knowledge – we can help you understand the principles of business protection.
  • Marketing – advice and ideas to develop your marketing strategy.
  • Prospecting – where you can get new business clients and how to approach them.
  • Taxation and trusts – we can help you understand taxation and the importance of trusts.
  • Underwriting ‑;upport and advice on all aspects of our underwriting. You can also speak directly with an underwriter for any presale enquiries.
  • Training – we can help provide you and your staff with expert training support in the business protection area. We can bespoke material/workshops for your specific needs, including client and professional connection facing sessions.

 


Webinars

Our webinars are designed to help you develop your business and to get the most from the products and services we offer. Each webinar lasts for 30 minutes. Follow the links below to register for one our webinars and receive joining instructions.

The webinars are very popular with so if you try to register for one but find out that it is fully booked please try an alternative time or date.

Business Protection Research


The research into the Business Protection market uncovers the different risks SMEs could face and highlights many lack vital cover for certain unforeseen events. These webinars will look at the research in more depth.

Learning Objectives

1. To quantify the business protection opportunity for advisers, the demographics of UK small businesses and how advisers can best develop this market.

2. Understand business owner's attitude to risk within the context of business protection and the areas of risk that business protection products protect.

3. Recognise the need for businesses to protect their debts, the risk of the loss of an key person cover, protect their shares of their business and also protection for their families. 

View Dates & Register Here

 

Key Person Protection


The webinar will cover our research into the business protection market for Key person cover and also how the policies are written. This will include details of how the level of cover is identified and the taxation relating to these policies.

Learning Objectives

1. To quantify the business protection opportunity for advisers, the demographics of UK small businesses and how advisers can best develop this market.

2. Understanding the need for key person cover and how to set up key person cover for different types of businesses.

3. Understand the treatment of premiums and policy proceeds for taxation purposes and also how to calculate the appropriate sum assured for key person policies.

View Dates & Register Here

Share and Partnership Protection


The webinar will cover Legal & General's research into the business protection market for share and partnership protection cover and also how the policies are written. This will include details of the most common structures for these arrangements, an overview of any legal agreements required and how the level of cover is identified.

Learning Objectives

1.To quantify the business protection opportunity for advisers, the demographics of UK small businesses and how advisers can best develop this market.

2.Understand how to set up the different types of share protection arrangements and the supporting agreements for share protection and how these offer.

3.Understand how to arrive at an appropriate sum assured for a share protection arrangement and the need for premium equalisation.

View Dates & Register Here 

Relevant Life Plan


The webinar will cover full details of Legal & Generals Relevant Life Plan which is a term assurance plan available to employers to provide an individual death in service benefit for an employee. The policy is written in a tax efficient way leading to potential savings which will be covered in the webinar.

Learning Objectives

1. To quantify the business protection market and understand the risk areas that business protection products protect and also their awareness of Relevant Life plans.

2. Understand the criteria for a relevant life plan and these policies are structured in a tax efficient manner. Illustrate the potential savings a customer can achieve through writing a Relevant Life Plan.

3.Identify the target market and eligible customers who are able to benefit from a Relevant Life Plan, and also the potential additional opportunities for writing a Business Protection with these customers.

View Dates & Register Here

Terms & Conditions

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.