Zurich launches IFA business protection tool

clock

A business protection tool designed to assist advisers new to the market has been launched by Zurich.

The Business Protection Adviser Tool enables IFAs to provide clients with a tailor-made recommendation for their specific needs. Following a fact-find, advisers enter information regarding potential risks to the business should it lose, whether through serious illness, death or incapacity, of a key employee or shareholder. They can also input a section on the strategic aims of the company. Additionally, the tool enables advisers to consider an individuals' family protection needs, whether a business owner, shareholder or employee seeking additional life or critical illness cover. It w...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Protection

Protection and pensions: Overcoming challenges faced across both sectors

Protection and pensions: Overcoming challenges faced across both sectors

'Pensions and protection aren't often spoken about in the same sentence'

Paul Yates
clock 11 June 2025 • 4 min read
Training day: How will CPD changes impact protection?

Training day: How will CPD changes impact protection?

Rules may “lead to protection being overlooked”

Cameron Roberts
clock 30 May 2025 • 6 min read
'Surely we're capable enough of doing it ourselves': Industry says protection should be in-house

'Surely we're capable enough of doing it ourselves': Industry says protection should be in-house

Majority believe IFAs and wealth managers should not outsource, PA Asks finds

Isabel Baxter
clock 13 May 2025 • 3 min read