business protection opportunities
So many opportunities but where do you start?
We start the week with two great discussions in one. First we look at the opportunities in the Business Protection market and dispelling some of the perceived myths. The experts share their insights from many years of working with both small and medium sized businesses bringing to life the risks the business could face, the impact this may have on their futures, and ensuring they have appropriate protection in place to deal with the unexpected. Businesses need your advice.
In the second debate we have advisers sharing their own experiences & discussing the approach they take when moving into writing more Business Protection, the expertise they need to develop and the change in mindset to become successful with your Business clients. It presents a great opportunity for you to demonstrate the value of your advice, show the effectiveness of your solutions, and give them peace of mind. It's more than simply filling in a fact find and selling a term assurance.
Learning objectives
By the end of the session you will
1. Appreciate the opportunity the business protection market presents to advisers and how they can help their business clients
2. Understand how you can start to move into the business market and what you need to succeed
panellists
Roy McLoughlin - Commercial Consultant, Plan Money
Stuart Halliwell - Stuart Halliwell consulting
Zanele Sibanda - Head of Business Development, Everywhen
Phil Day - Senior Business Development Manager, Iress
Zoe Priselac - Managing Director, Way More
Amar Dhanota - Director, London FS
Exit Planning – the role of protection
budget changes and how they will impact small business ownership
Join us for an insightful session exploring the 2025 budget changes and how they will impact small business ownership and could financially impact exit strategies . This webinar will cover key topics including management buyouts, the transition to employee ownership trusts, and family succession planning including Inheritance tax considerations . We will also highlight how protection insurance can play a crucial role in supporting these exit plans and safeguarding business continuity.
Attendees will gain practical knowledge on:
* Navigating recent legislative developments affecting business exits
* Advising clients on preparing for unexpected events that could disrupt succession plans
By attending, you will be equipped to help your clients recognise potential vulnerabilities in their succession planning and recommend suitable insurance solutions to keep their business goals on track.
Learning objectives
By the end of the session you will
1. Identify the options available to business owners when planning their exit and Explain the role of protection solutions to help keep the plans on track in the event of unexpected illness or death
2. Help your clients formulate strategies that build a financially protected exit plan which meets their financial objectives.
panellists
Robert Betts - Corporate Protection Specialist, Royal London
Karen Leys – Corporate Protection Specialist Lead, Royal London
David Cunningham – Corporate Protection specialist, Royal London