Business Protection Workshop (April 2020)

Business Protection Workshop

9.00am: - Registration

9.15am: -

• Business protection research
• Commercial development and marketing
• Interactive case study
• Technical side of writing the various policies
• Relevant Life Plans

12.45pm: - Lunch

1.30pm: -

• Articles of Association
• Reading company accounts

4pm: - Event finishes

The learning objectives are

• Quantify the business protection opportunity for advisers, the demographics of UK small businesses and how advisers can best develop this market.
• Understand business owner’s attitude to risk within the context of business protection and the areas of risk that business protection products protect.
• Recognise the need for businesses to protect their debts, the risk of the loss of a key person cover, protect their shares of their business, and also protection for their families.
• Understand how a business is set up and the documentation associated with this. Also the potential issues a business might face without any guidelines to protect the ownership
• Understand the structure of accounts and Identify the appropriate details to help you demonstrate the risks for a business
• How to assist your clients in understanding the impact on their businesses