Learning Objectives:
  • Explain Corporate Credit Protection Planning
  • Generate prospecting ideas through various risks identified in Corporate Credit Protection
  • Develop a sales strategy to sell insurance to mitigate the credit risks
  • Design total solutions for thier clients with regards to financial planning business insurance
Course Outline:
  • Introduction to different types of credit facilities available to business
  • Understanding common practice of financial institution when providing credit facilities
  • Implications of common practice on business owners and their families
  • Risks mitigation solutions for companies and business owners
  • Different arrangements, funding methods and implications on insurance proceeds
  • Income tax impact under different arrangements and funding methods
  • Compliance and administration requirement
  • Corporate Credit Protection Plan Fact Finder
  • Presentation to business owners on Corporated Retirement Planning
  • Identifying potential prospects
  • Prospecting tracks
  • Practical case study on a company using insurance as a solution in the provision of Corporate Credit
  • Handling Objections

LIA CPD Hour: 6 hours (50% Knowledge, 50% Skills)

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