This webinar explores how Executive Income Protection can help bridge personal and business protection needs and provide similar levels of cover in a tax-efficient way. Research currently shows that many small business owners are unlikely to have long-term sick pay arrangements.

Recognising this opportunity, the session will provide detailed insights into how these products work, their tax position and how they can fit into your advice process.

Learning objectives:

Understand the criteria for an Executive Income Protection and how these policies can be structured in a tax efficient manner to achieve potential savings for customers
Identify the importance of protecting your income as part of a financial review for self-employed and small business clients and the role Executive Income Protection plans can play
Highlight the opportunities for writing Executive Income protection and also the potential additional opportunities with Business customers
This is a live webinar and will last approximately 30 minutes. It is CII-accredited for structured CPD.