WEBINAR - Business Protection Virtual Workshop

Tuesday, 29 September 2020
9:30 am – 11:00 am

Date: 29/09/2020
Time: 09:30am - 11:00am
Speaker: Robert Betts, Legal and General

An interactive introduction to the opportunity in the Business protection market. In the workshop we use an interactive case study to explore the issues a business could face, the potential protection needs to meet those issues and potential areas to discuss with your clients. We will also look at the various ways to structure the protection for Key person, Loan protection and Share protection. A brief overview of Relevant Life plans is also included.
It is an interactive session and works well when there is lots of discussions - you are encouraged to join in this workshop.

After registering, you will receive a confirmation email containing information about joining the webinar, please register on the link provided.

The workshop is designed to help advisers expand into this business area and for those already writing business in this market an opportunity to improve their knowledge. The Market Development Team will look at our latest research into the Business Protection market, the opportunities, the various risks a business should consider, setting up the different types of arrangements and Relevant Life Plans. The afternoon will include a more detailed review of articles of association and working through a set of business accounts to identify protection needs.

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.

• How to assist your clients in understanding the impact on their businesses,

CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

1 1/2 hours' 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.