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ARE YOU FULLY PROTECTED?

ARE YOU FULLY PROTECTED?. ABC Solicitors. FORMAT OF THE SEMINAR. Introduction Typical issues Your personal protection plan Business risk reduction. TYPICAL ISSUES. Will Life insurance Income protection Critical illness Shareholder agreements Business protection Divorce.

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ARE YOU FULLY PROTECTED?

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  1. ARE YOU FULLY PROTECTED? ABC Solicitors

  2. FORMAT OF THE SEMINAR • Introduction • Typical issues • Your personal protection plan • Business risk reduction

  3. TYPICAL ISSUES • Will • Life insurance • Income protection • Critical illness • Shareholder agreements • Business protection • Divorce

  4. PERSONAL PROTECTION PLAN

  5. PERSONAL OBJECTIVES • What don’t you want in your life? • What do you want in your life? • What’s most important and what gets in the way?

  6. PERSONAL OBJECTIVES • Let’s think about what you really want from your life - your PERSONAL objectives • Regular review of income and assets ESSENTIAL • Review objectives and risks to ensure you MINIMISE potential problems • PERSONAL PROTECTION PLAN

  7. BUSINESS RISK REDUCTION

  8. WHAT WILL YOUR BUSINESS LOOK LIKE IN 5 YEARS? • Type • Products • Size • Value • Growth objectives • Market position • Unique selling points

  9. HOW ARE YOU GOING TO GET THERE? • Five year plan • Profit and loss account • Complete a strategic plan

  10. WHAT COULD STOP YOU DOING IT? • Key frustrations in your business • Illness, divorce, disputes, bad debts • RISK MANAGEMENT

  11. RISK MANAGEMENT • Director Life insurance • Shareholder agreement • Double options • Key employees • Insurance health check

  12. HOW WE CAN HELP • List firm’s services here:

  13. THANK YOU FOR YOUR TIME TODAY!

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