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

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In this webinar, our Corporate and Estate Planning Specialists, Adrian Bates and David Dawson will show how to demonstrate the people risk to and 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.

CPD learning outcomes - 65 minutes

After watching this webinar, you’ll have an understanding of:
45 minutes CPD

  • How to engage effectively with your business owning clients.
  • How to help your business owning clients to identify their people risks and recommend the appropriate solutions.
  • How to set up business protection policies.

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The Royal London Mutual Insurance Society Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. The firm is on the Financial Services Register, registration number 117672. It provides life assurance and pensions. Registered in England and Wales number 99064. Registered office: 55 Gracechurch Street, London, EC3V 0RL.