138 | Business Protection
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Tutors:
- Richard Kateley, Head of Intermediary Development, Legal & General
- David Turvey, Founder, Avon House Wealth Management
- Lee Thomas, Business Protection Consultant, Portmore Life
Learning outcomes:
- Understanding the core protection needs of business in the UK
- How to work with 3rd parties such as lawyers and accountants
- How to engage with business owners on business protection
rough guide to business protection
L&G business protection website
Channel
Protection-
Introduction to Group Income Protection Tutor:
- Colin Fitzgerald, Distribution Director, Legal & General Group Protection
Learning outcomes:
- How to provide an effective absence management service should absence occur
- How group income protection compares to state benefits
- What group income protection consists of
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Advising on income protection Tutors:
- Robert Harvey, Head of Insurance, Drewberry
- Jennifer Gilchrist, Protection Specialist, Royal London
Learning outcomes:
- Advisers and consumers’ views on the protection market and income protection
- The role advisers play in income protection
- How to dispel the myth that protection and income protection are complex and a...
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Key Person Tutors:
- Stuart Halliwell, Legal & General
- Robert Betts, Legal & General
Learning outcomes:
- The need for key person cover
- How to set up key person cover for different types of business
- The treatment of premiums and policy proceeds for taxation purposes More
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Share Protection Tutors:
- Richard Kateley, Legal & General
- Stuart Halliwell, Legal & General
Learning outcomes:
- The different types of business structure available in the UK
- How to set up different types of share protection arrangements
- The supporting agreements for share protection and how these differ More
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Group Protection Tutors:
- Colin Fitzgerald, Legal & General Group Protection
- Andrew Shiner, The Health Insurance Group
Learning outcomes:
- The size and opportunity of the group protection market
- Why IFAs should delve into the group protection market
- How to approach the group protection market
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Business Protection Tutor:
- Richard Kateley, Legal & General
Learning outcomes:
- The changing dynamics of the SME market
- The reasons for the lack of take up in business protection
- The potential growth opportunities available to advisers
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Advising on General Insurance Tutors
- James Gittins, Legal & General
- Simon Hird, Legal & General
Learning outcomes:
- Different types of General Insurance
- How you can use these to help protect your clients
- The variety of circumstances where these will apply best
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