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01 - Business Succession Strategy |
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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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