If so, business continuity and succession planning will be required as a core element in their wealth management programme. But do all your business clients appreciate the risks to their business? That’s where Aegon’s Introducer toolkit can help.
Understanding the need and the risks
Whether your clients are sole traders, shareholders in their own company or partners in a firm, you can use Aegon’s Introducer toolkit to help position the need for business protection cover without having to sell insurance-based solutions. The customer-facing toolkit covers:
Once your clients have worked their way through the sections above, you can then use Aegon’s Continuity and succession planning forms to help them identify their business protection needs.
Continuity planning - liability audit
Aegon’s Business protection liability audit is quick, easy and effectively highlights the need for cover. In particular:
Succession planning – referral form
This will help you help your clients understand the risks to their business – have they managed these risks and if not, what steps do they need to take? In just a few short questions, Aegon’s Succession referral form gives you and your clients an essential check list as a bedrock of business risk management – a keystone in your clients wealth planning.
Visit here to find out more about business protection.