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Home arrow Courses arrow 01 - Business Succession Strategy
01 - Business Succession Strategy | 打印 |

 

We highlight the importance and urgency in protecting customers' business legacy and value. Through this course you will able to understand step-by-step process assisting your clients in achieving long term survival of the business.

Topics:-

1. Business structures and challenges

2. Debtors and creditor proof insurance

3. Keyman approach vs business continuation approach

4. ILP vs term assurance

5. Funding option

6. Tax implication on premium deduction and proceeds received

7. Agreement - BCA,patnership,deed,stock redemption & etc

8. BSP fundamentals presentation and approach skills

 

 
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