Just as you protect your property, vehicles and liabilities with insurance, you need to protect your income and share holding in your business. What would be the impact of the death or long-term absence of a director, partner or key employee? How would you fund a temporary stand-in? Would you lose customer goodwill? How would you fund purchasing equity from a surviving spouse?
We’ll design a bullet-proof plan for your business to help you through events like the loss of a director, partner or key employee to death or critical illness. We’ll help you identify your key risk exposures, and design a portfolio of protection including:
- Business liabilities assurance
- Business succession planning
- Family protection for business owners
- Key person assurance
- Share protection
Our business is built on long-term relationships based on mutual trust and understanding. This enables us to contribute to high-level decision making and bring real benefit at all levels.
Step 1: an initial meeting to establish your objectives, review your existing arrangements and assess whether we’re the right “fit”.
Step 2: we provide a personalised report detailing your current situation and identified needs.
Step 3: we propose a range of options and cost estimates, with our recommendations.
Step 4: we can manage the selection of providers, service level agreements, installation of menu-based online flexible benefits packages, communications with staff, and administrative set-up, including links to other internal systems such as HR and payroll.
Step 5: we’re here for you with ongoing support, advice and mid-term reviews, and to act as a sounding board.
La Playa: Investing with Intelligence:
- Comprehensive specialist insurance
- Independent professional advice
- “Can do” culture
- Relationship-based service: your advocate during claims
- Transatlantic capability
Mike Palmer Dip PFS
Financial Services Manager
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“Glad we've gone with you - service has been really prompt and professional.”
D. Oliver, Venue