The business protection opportunity

Published  20 October 2020
   45 min CPD

This webinar takes a closer look at business protection, what it is and why your clients who are self-employed or directors of an SME should consider it.

We'll also share some tips and techniques to help you bring the concept of business protection to life.

CPD learning outcomes - 45 minutes

  • The impact of Covid-19 on small business owners and the solutions available to help protect their business
  • The opportunities of talking about business protection with all your SME clients
  • How to position potential risks during your protection conversations to support better engagement with new and existing clients
  • How to build a business protection solution for your clients using a Business Menu Plan.

What's covered

  • What's the opportunity
  • A business protection refresher
  • Bringing risk to life with your clients
  • Finding the opportunities
  • How Royal London can help

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.

Check your knowledge

To gain your CPD certificate answer the following questions.

1. Looking back at RL Sockets Ltd. If they were to arrange a key person policy for one of the directors, this could ensure:
2. If RL Sockets Ltd. decided not to set-up a shareholder protection policy, and Anita, a 25% shareholder were to subsequently pass away, what is one of the main risks that could be faced by the business?
3. With Royal London's Child Conversion Option, what is the maximum amount of cover that the child can have?
4. Which option did Ruth use to protect her Government Bounce Back Loan?

CPD certificate details

Please enter your details below in order to receive a CPD certificate of completion. It will be displayed in a new web browser tab for you to save to your records.

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