Financial Liverpool - Opening the door to business protection
With over a million businesses across the UK taking advantage of Government schemes to provide them with some breathing space from COVID-19, are we about to see a seismic change in how businesses perceive their financial resilience to be in light of unexpected and sudden events.
Join our session for practical ideas and guidance that will bring business protection opportunities to life within your existing client bank. Have you ever wondered how to turn personal protection clients into business protection clients? Well, this session aims to do help you do just that.
You’ll not only leave this session with a better understanding of the principles of why a business should think about business protection, and what the main types of protection involved can cover but you’ll also be able to position the importance of it with clients more effectively.
Learning objectives
By the end of this session you will be able to…
- Be able to describe the main type of business protection products available in the marketplace; why a business would set-up a particular type of protection policy and how the policy would be arranged
- Review your existing client bank and be able to identify potential business owners who could benefit from a conversation on business protection
- Identify client segments and once these clients are identified, know how to start the business protection conversation.
CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
1 hour's CPD can be claimed for this event if relevant to your learning and development needs.
It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.