Following his popular Assembly debut in February, Jon Hall returns to finish his exploration of protection essentials.And this time it’s the essentials of business protection that the Scottish Widows’ protection expert will be focusing on.The chances are you’ll have business owners among your clients. And plenty of you run your own businesses as outsourced and freelance paraplanners.So what happens when someone running a business becomes critically ill or dies? What steps can you take to address the risk? How do you start a conversation about business protection?Tune in to hear Jon as he shares his expertise on:The business protection gap and what this means for SMEsHow to start meaningful conversations with business owners about their protection needsTechnically, what’s essential for robust business continuity planningThe range of solutions available – from key person and loan protection to shareholder protection and relevant life coverThe difference between shareholder and option agreementsThe role of trusts as part of business protection arrangementsTax and efficiencies for businesses and individualsWhether you want to develop your knowledge or make sure clients with business have the right plans in place, you’ll find this Assembly really valuable.Useful linksJon has shared a number of links and downloads – some of which he mentioned during his talk.CPD: request your certificateJon's slides: Paraplanners Assembly - Business Protection Essentials (PDF)Vimeo: watch this AssemblyAdviser guide to business protectionProtection tools and calculatorsConversation starters for clients with businessesVisit the event page Hosted on Acast. See acast.com/privacy for more information.

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