We hope you’ll be able to join us for what promises to be an insightful series, please feel free to share this invitation with your colleagues too.

Taking the First Steps | 18 October at 12pm

The first webinar of the series is designed to provide you with the opportunity to start designing your own strategy for approaching business owner clients, by providing you with background information and powerful questions to ask of your clients.

Relevant Life Plans | 19 October at 12pm

Relevant Life Plans enable you to add real value to your clients by saving them and their business money through the tax efficiencies – opening the door to other opportunities. Over the course of this webinar, we’ll explore Relevant Life Plans, including how they’re set up, who is eligible and the tax advantages they offer.

Key Person and Business Loan Protection | 20 October at 12pm

We’ll demonstrate how to identify ‘who is key’ within a business and how to calculate sums assured. Plus, we’ll highlight the tax implications of Key Person solutions, including whether tax relief can be obtained on the premiums and whether or not the benefits will be taxable.

Shareholder and Partnership Protection | 21 October at 12pm

It’s normal business practice for a company to mitigate the risks they may face but so often they overlook the impact of the loss of a co-owner. Throughout the webinar we’ll explore the importance of Shareholder and Partnership Protection, and take you through, step-by-step, the most common solution used.

Next steps – Protecting the whole business | 22 Oct at 12pm

In our final webinar, we’ll look back on what’s been learnt and apply the learnings to a typical business lifecycle – looking at the changing needs of a business as it travels through each stage. Plus, we’ll explore additional opportunities, such as Business Healthcare and the importance of staff wellbeing.