Taking care of business - helping you to engage with your business protection clients

Wednesday, 20 October 2021
12:30 pm – 1:35 pm
    • Adrian Bates, Corporate and Estate Planning Specialist, Royal London

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.

In this webinar, Adrian Bates of Royal London will show how to demonstrate how to engage effectively with business owners on the subject of business protection.

The content of this webinar is intended for those advisers new to the business protection market or who have had some experience in it but want to get more involved.

At the end of this session, participants can expect to learn:

  • How to engage effectively with your business owners in respect of business protection

  • How to help your clients who are business owners to identify their people risks and recommend the appropriate solutions

  • Understand how to set up business protection policies and the associated tax position

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