Protection

154 | Key Person

In order to consider the viewing of Akademia videos as structured learning, you must complete the reflective statement to demonstrate what you have learned and its relevance to you.

Tutors:

  • Robert Betts, Market Development Manager, Legal & General
  • Stuart Halliwell, Market Development Manager, Legal & General

Learning outcomes:

  1. The need for key person cover
  2. How to set up key person cover for different types of business
  3. The treatment of premiums and policy proceeds for taxation purposes
  4. How to identify key people within different kinds of business
  5. How to calculate the appropriate sum assured for key person policies
  6. Business demographics and attitudes with regard to key person cover
  7. How certain businesses can use key person policies within their sales process

Channel

Protection