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TESTIMONIALS & FEEDBACK
Jenny Whyte
“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.”
Francesca Bamford-Strong
"I have been lucky enough to attend the Business Protection Academy over the last few months and it has been one of the best decisions I have made. They have an immense wealth of knowledge from having been in the industry so long and it has been a privilege to be able to learn from them and increase my own business protection knowledge. The course enables you to not just understand business protection in a broad sense but really fine tune the intricate details of the products, and it is this that takes you from a good adviser to an excellent one. They go above and beyond with his help and are extremely generous with their time not just during the course meetings but outside of it as well. Knowing that I have these contacts has really boosted my confidence."
Adam Kaplan
"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"
Leee Anderson
" I took the course as I was always confident in selling 'tax efficient policies for directors' however, I lacked in confidence when it came to the more technical policies like shareholder cover and key man and I wanted to enhance my knowledge here.
I am now having conversations that I was never having before as the course teaches you how to actually get the information you need and almost have the clients tell you that they need the cover and rather than just pop some relevant life on.
The biggest thing for me personally and would have justified the cost of the course in itself is just having access to Lee and Stuart at any given point as their wealth of expertise can't have a price tag put on it. I have reached out to them no fewer than 15 times since the course and have saved hours of research and more importantly-getting it wrong. They are always on hand to help.
If you are a business with access to high level directors and businesses you would be missing a massive trick by not putting someone on there. Firstly for the additional confidence they have but secondly my case sizes went up tremendously as a result of it.
My confidence in approaching the way the business runs, operates and is funded has gone up tremendously and I now have the knowledge to approach accountants with a you need to do this mentality as opposed to please pass me referrals."