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BUSINESS PROTECTION
Many businesses don’t realise the potential risks they could face so creating a great opportunity for advisers to help them to have the solutions in place to mitigate those potential problems but do advisers have the confidence, skills, and knowledge to do this?
I have many years experience in the business protection market including
- Involved in every issue of the Legal & General "State of the nations SMEs" research
- Training for advisers
- Underwriting of large and complex cases
- Building the high net worth proposition at Legal & General
If you're looking for help with your proposition, developing into a new market, training at all levels lets have a chat to see what we could do
What's available
Are you looking for a simple refresher, looking to explore the opportunity in a new market, or a full in-depth academy over multiple workshops?
The training and development available ranges from
- Opportunity in the market which is great for raising awareness and creating discussions
- Training on developing into those markets
- All the technical elements of the solutions and products
Whether you're looking for a session at a team meeting, group workshops (30minutes to 20+ hours), or individual focused 1 to 1 session, and delivered remotely or face face, get in touch to discuss how we can help.
The Business Protection Academy
The aim of the academy programme is to help advisers move into the Business Protection market with real confidence and give them expert support as they start building their professional network and engaging with clients. Delivered through a combination of formal training workshops, 1:1 and group discussions for coaching, all on a virtual basis (MS Teams).
Both Lee Thomas and I built the academy to help advisers. We’re passionate about helping advisers by using our knowledge and experience gathered over many years to make it easier for them to achieve success in the Business Protection market.
Testimonials from attendees
“This course is essential for anyone looking to develop their knowledge and expertise in the field of business protection. I found the workshops to be an invaluable deep dive on effective questioning techniques, understanding company legal structures and how to identify and advise on the policies that would protect business owners against their biggest risks. Tapping into Stuart and Lee’s extensive experience will help short cut the hurdles advisers may otherwise experience in entering the business protection arena.”
"Great insight into business protection. Firstly, around understanding how these policies are structured differently to personal protection, and how to build the right professional connections to get the best referrals and opportunities. "
Lee Thomas from Pangea Life
I have been at Pangea Life for 8 years, a small independent brokerage, based on the south coast that specialises in business protection advice. One of our aims was to establish ourselves as part of the local professional community, working alongside solicitors, accountants and corporate finance advisers to raise the awareness of business protection, to generate a regular stream of referrals and to ensure the advice given by us, complements a more holistic service to business owners.
Consequently, the business protection cases we work on are often high value and complex, requiring a deep understanding of our clients and how the various policies can be applied to difference circumstances (even with the occasional need to work closely with insurers to protect risks not before considered or catered for by their current offering).
We also provide employee benefit advice, covering Relevant Life, Exec IP, Group Risk and PMI, ensuring business owners have a one-stop advice shop for all their protection needs.
Since 2020 I have also harnessed the power of LinkedIn to improve the profile of Pangea Life and business protection in general. This in turn led regular requests from other brokers to support their development on a one-to-one basis, acknowledging the limitations of the training and development opportunities available from networks, insurers and their own employers. It was this lack of support available to advisers that led to the creation of the Business Protection Academy – I just wish it had been available when I was starting out.