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Let's get down to business protection

Published  08 June 2022
   60 min CPD

In this session you’ll get practical ideas and guidance that will bring business protection opportunities to life within your existing client bank.

Objectives

  • Understand some of the opportunities of talking about business protection with all your SME clients.
  • Know how to position potential risks during your protection conversations to support better engagement with new and existing clients.
  • Be confident building a business protection solution for your clients using a Business Menu Plan.

What's covered

Have you ever wondered how to turn personal protection clients into business protection clients?

Well, this session aims to do help you do just that.

CPD certificate of completion

Once you've watched the webinar, simply complete the short quiz below and give us a few details in order to receive a CPD certificate of completion. It will open in a new browser ready to be saved as a PDF.