Your business protection toolkit

For financial advisers only

At a time when many businesses are struggling to survive, continuity and succession planning may not be high on the priority list. 

But have your business-owner clients considered how they'd cope financially if they lost a key employee? What might the implications be if one of the business owners died or suffered a critical illness?

While clients may be aware of the need to protect their business, they need your advice to identify the right solutions.

Our Guide to business protection can help you develop opportunities, as well as learn more about business protection and how to advise on it. Don't forget to visit the Vault - your one-stop-shop for all the support material you'll need to help you in the business protection market.

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Whether your client's business is a limited company or a partnership, our interactive flowcharts walk you through the steps you need to think about when setting up a shareholder or partnership protection arrangement.

We offer both Relevant Life and executive income protection - helping you design competitive employee benefits packages for your small corporate clients, with only one online application to be underwritten.

It’s even quicker to get your clients’ Relevant Life cover in place, with our signature-free Relevant Life trust.