Just Covered

Are You An Adviser Wanting To Recommend Business Protection?

July 24, 2023 Legal & General Season 1 Episode 4
Are You An Adviser Wanting To Recommend Business Protection?
Just Covered
More Info
Just Covered
Are You An Adviser Wanting To Recommend Business Protection?
Jul 24, 2023 Season 1 Episode 4
Legal & General

Are you an adviser wanting to start recommending Business Protection? If so, this episode is for you… In this episode Hazel and Wayne welcome back Adrian Benjamin a Wealth Protection Adviser with Precise Protect. Back when we first filmed with Adrian, he mentioned his goal of entering the Business Protection market and we wanted to invite him in to hear how his first 6 months is going… 
 
 Within Legal and General’s State of the Nation business research we discover how many businesses have debt and how many would be forced to cease trading within 12 months if they lost a key person. Advisers are ideally placed to help businesses understand the uncertainty of risks, and to make the right decisions in protecting themselves against certain unexpected and in many cases unforeseen events. The report helps advisers protect the nation's SME's, build long-term relationships, and ensure they are protected for their futures. Therefore, it is no surprise that Adrian has seen an opportunity here to adapt his approach and focus on helping business owners with their protection needs.
 
 In this episode we cover:

  • Why Adrian feels business protection is a useful product to have in your toolkit
  • The transferable skills Adrian feels set him up for success in this area
  • An outline of the peaks and troughs within the first six months of Adrian starting business protection
  • How Adrian developed his learning and CPD to be best placed to give this advice. 


 As Adrian references within our chat, here at Legal and General we provide a whole host of Business Protection webinars, workshops and support materials. If we can help you with this, then please do not hesitate to reach out to us. Please also find some of the support materials mentioned in this episode in the attachments section.
 
 If you are experienced in financial planning, mortgage or protection advice and would like to feature on future episodes, please reach out to hazel.johnston@landg.com. Please also get in touch with any topics you would like us to cover on this podcast.

Show Notes

Are you an adviser wanting to start recommending Business Protection? If so, this episode is for you… In this episode Hazel and Wayne welcome back Adrian Benjamin a Wealth Protection Adviser with Precise Protect. Back when we first filmed with Adrian, he mentioned his goal of entering the Business Protection market and we wanted to invite him in to hear how his first 6 months is going… 
 
 Within Legal and General’s State of the Nation business research we discover how many businesses have debt and how many would be forced to cease trading within 12 months if they lost a key person. Advisers are ideally placed to help businesses understand the uncertainty of risks, and to make the right decisions in protecting themselves against certain unexpected and in many cases unforeseen events. The report helps advisers protect the nation's SME's, build long-term relationships, and ensure they are protected for their futures. Therefore, it is no surprise that Adrian has seen an opportunity here to adapt his approach and focus on helping business owners with their protection needs.
 
 In this episode we cover:

  • Why Adrian feels business protection is a useful product to have in your toolkit
  • The transferable skills Adrian feels set him up for success in this area
  • An outline of the peaks and troughs within the first six months of Adrian starting business protection
  • How Adrian developed his learning and CPD to be best placed to give this advice. 


 As Adrian references within our chat, here at Legal and General we provide a whole host of Business Protection webinars, workshops and support materials. If we can help you with this, then please do not hesitate to reach out to us. Please also find some of the support materials mentioned in this episode in the attachments section.
 
 If you are experienced in financial planning, mortgage or protection advice and would like to feature on future episodes, please reach out to hazel.johnston@landg.com. Please also get in touch with any topics you would like us to cover on this podcast.