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Paraplanning

Business Insurance Course (BIC2022)


Content
  • Business insurance Part 1 (Introduction to Business Insurance)
  • Introduction to Business Insurance (49 secs)
  • What Business Insurance is
  • Why is Business Insurance Important?
  • When is a Business Protection Plan appropriate?
  • Fact Find
  • Assessment 1
  • Business Insurance Part 2 (Types of Business Insurance)
  • Key person cover (Life, TPD and trauma)
  • Success planning (Buy/sell agreement)
  • Business expense cover
  • Assessment 2
  • Business Insurance Part 3 (Business Insurance – The needs analysis)
  • Business Insurance – The needs analysis
  • The needs analysis - Methodology and compliance
  • Research
  • Business Insurance Fact find
  • Quotation Tool
  • Business Insurance FF Part 1
  • Business insurance FF Part 2 (Insurance needs analysis guide)
  • Assessment 3
  • Business Insurance Part 4 (Advice construction)
  • Advice Construction
  • Business Insurance Part 5 (Key Considerations)
  • Affordability, Taxation and Ownership of Business Insurance
  • Cashflow and Pre-underwriting
  • Business Insurance Part 5 (SoA- Strategy advice text)
  • What to include in SoA
  • Examples of Strategy text (Key person)
  • Business Insurance Part 6 (Advice Process, RoP, Fees)
  • Understand the advice process
  • Replacement of Insurance product
  • Fees, conflict of interest and Projections
  • Spot checks on SoAs
  • Learning outcome
  • Example strategy text
  • Assessment 4
Completion rules
  • All units must be completed
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