Event
Lump sum cover
is a vital component of risk advice for business clients. Identifying and
quantifying these risks can sometimes lead to discrepancies in expectations
between advisers and underwriters at underwriting stage.
This presentation will include:
- Discussion
on business insurance needs and what is practical when considering the
advice versus what an underwriter might consider
- Useful methods to help identify
what business insurance needs may exist in a client’s profile
- Common misconceptions with
regard to the “insurable” Key Person risk, definition and strategies in identifying whether an insurable Key Person risk exists
or not
- Different methods to assist
determining whether a business valuation for the buy-sell client seems
reasonable and makes sense.
Speaker/s
Jo Hetherington, Head of Financial Health, TAL
ALUCA CPD Points
1 point(s) – Business, Technical and Specialist 
