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...
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