Over the last few months, we’ve certainly learnt just how unpredictable the future can be. During a global pandemic, the value of protection cover has never been greater.
But, it’s not just your clients that need your support. In the current climate, it’s important that you consider taking steps to future-proof your business ― and bringing protection into your business model is one way of doing that. During times of uncertainty, another income stream could be just what you need.
The good news
You probably already have clients who need business protection, for example company owners and business directors. And while clients might be aware of the need to protect their business, they’ll need advice to identify the right solutions.
Using its wealth of experience in the business protection market, Aegon will be running a series of business protection webinars over the next four weeks.
Each session is 45 minutes long and is designed to give you information, tools and support to help you navigate the business protection market.
You’ll also have the opportunity to earn CPD points by completing the CPD test after each event.
The Aegon webinar programme
3 November 2020 - Impact of the pandemic on underwriting and claims in the protection market
Join Aegon’s Head of Underwriting and Claims, Simon Jacobs, and its Protection Claims Manager, Helen Morris, to hear about:
> Aegon’s underwriting and claims experience during the pandemic;
> how Aegon has adapted its processes as a result of the pandemic;
> what affect the pandemic could have on future income protection claims trends, and
> what changes the industry could see emerge in the future.
12 November 2020 - Opportunities in the business protection market - protecting your clients’ business and yours
Join Aegon’s Protection Development Manager, Lauren Brewer, to find out:
> why business protection is important;
> the risks businesses face without business protection cover in place;
> how working with professional connections can help build and increase your business protection sales, and
> how Aegon’s liability audit can quickly and easily highlight the risks to your clients and provide a solution.
17 November 2020 - Continuity and succession planning – what you need to know
Join Aegon’s Protection Development Manager, Andrew Westlake, to:
> find out how sales tools can help you highlight the importance of continuity and succession planning to your customers;
> learn how to clearly articulate the risks business owners face, including what can happen if formal agreements aren’t in place;
> have a better understanding of the tax position for key person cover, and
> have an understanding of how to set up a succession solution using the various agreements and options available.
24 November 2020 - Opportunities to develop tax-efficient employee benefits packages for your smaller corporate clients
Join Aegon’s Protection Development Manager, Lauren Brewer, to find out:
> how to identify the types of clients you should be speaking to about relevant life and executive income protection solutions;
> the tax treatment of executive income protection policies;
> the tax treatment and advantages of relevant life policies;
> the differences between relevant life and group life policies, and
> the differences between executive income protection and personal income protection policies.
Remember, it’s important you look after your clients’ business protection needs – such as business continuity and succession planning - because if you don’t, someone else will. Plus, you could be losing out on genuine opportunities to develop valuable relationships, expand your business, and increase your profitability.
