Description

Following his popular Assembly debut in February, Jon Hall returns to finish his exploration of protection essentials.

And this time it’s the essentials of business protection that the Scottish Widows’ protection expert will be focusing on.

The chances are you’ll have business owners among your clients. And plenty of you run your own businesses as outsourced and freelance paraplanners.

So what happens when someone running a business becomes critically ill or dies? What steps can you take to address the risk? How do you start a conversation about business protection?

Tune in to hear Jon as he shares his expertise on:

• The business protection gap and what this means for SMEs
• How to start meaningful conversations with business owners about their protection needs
• Technically, what’s essential for robust business continuity planning
• The range of solutions available – from key person and loan protection to shareholder protection and relevant life cover
• The difference between shareholder and option agreements
• The role of trusts as part of business protection arrangements
• Tax and efficiencies for businesses and individuals

Whether you want to develop your knowledge or make sure clients with business have the right plans in place, you’ll find this Assembly really valuable.

Useful links

Jon has shared a number of links and downloads – some of which he mentioned during his talk.

CPD: request your certificate

Jon's slides: Paraplanners Assembly - Business Protection Essentials (PDF)

Vimeo: watch this Assembly

Adviser guide to business protection

Protection tools and calculators

Conversation starters for clients with businesses

Visit the event page

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