Corporate Financial Protection: A Growth Opportunity for Advisers

Summary

Unexpected events such as the death or critical illness of a business owner, director, or key employee can have devastating financial and operational consequences for a company. It is therefore crucial to help clients understand these risks and put in place effective protection strategies that safeguard both their business and their people.

Join us for an in-depth webinar designed to equip financial professionals with the knowledge and tools to deliver impactful business protection advice. We'll cover the core solutions every adviser should be discussing with corporate clients, including:

1. Shareholder Protection: Providing financial security and stability when a shareholder dies or becomes critically ill.
2. Key Person Insurance: Protecting business profitability and continuity in the event of the loss or serious illness of vital employees.
3. Relevant Life Policies: Delivering tax-efficient life cover for directors and key staff.

You’ll learn how to identify client needs, position the right solutions, and overcome common objections — all while strengthening client relationships and unlocking new advice opportunities.

Whether you're new to business protection or looking to sharpen your existing approach, this session will give you practical, actionable insights to grow your business and deliver exceptional value to clients.

Register now to secure your place. Joining details will be emailed to all registered attendees ahead of the event.

Our Speaker

David Cunningham is a Protection Specialist for Royal London, with over 15 years’ experience in financial services.

David is a protection specialist focusing on supporting intermediaries predominantly with corporate and estate planning.

Learning Objectives

Following this presentation delegates will be able to:

1. Identify key risks associated with the death or critical illness of business owners, directors, and key employees.
2. Assess client needs effectively to recommend appropriate business protection solutions.
3. Develop strategies to proactively engage and educate directors, shareholders, and business partners about protection planning.
4. Explain the importance and benefits of shareholder protection, key person insurance, and relevant life policies to corporate clients.
5. Structure protection policies clearly and confidently to maximize client understanding and engagement.
6. Address common tax, legal, and client objections related to corporate protection products.
7. Enhance client relationships by integrating business protection solutions into comprehensive financial planning.

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