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30:01
Why employee wellness makes business sense
Tutors: Karl Hewstone, Head of IFA Health Sales, VitalityHealth Ari Zadikov, Head of Technical Marketing, VitalityHealth Sally Burrowes, Director of Legal and Business Support, VitalityHealth Learning outcomes: The importance of employee wellness for a business The business protection needs of SMEs The benefits of a group healthcare plan
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30:36
087 | Advising on Health Insurance
Tutors: Dr. Keith Klintworth, Deputy CEO, VitalityHealth Karl Hewstone, Head of IFA Health Sales, VitalityHealth Learning outcomes: The rationale behind PMI and how it can benefit your clients The important medical conditions where insurance is concerned How to build a PMI plan for clients
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37:34
Key Person
Tutors: Robert Betts, Market Development Manager, Legal & General Stuart Halliwell, Market Development Manager, Legal & General Learning outcomes: The need for key person cover How to set up key person cover for different types of business The treatment of premiums and policy proceeds for taxation purposes How to identify key people within different kinds of business How to calculate the appropriate sum assured for key person policies Business demographics and attitudes with regard to key person cover How certain businesses can use key person policies within their sales process
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39:22
SME Business Protection Market Update
Tutors: Richard Kateley, Head of Specialist Protection, Legal & General Martyn Pask, Industry Consultant Learning outcomes: The current awareness and take up of business protection products in SMEs The opportunity that exists for advisers to develop in the business protection market How to develop SME client opportunities How adviser businesses business protection requirements differ from other SMEs
