‘Lunch & learn’ session – What is succession planning?

Join presenter Mike Williams from Aegon as he discusses how to put succession planning on the agenda.

He’ll cover: How succession planning helps develop relationships with clients and introducers and can be very profitable for you, the adviser.

If a business loses a key person, or shareholder, to critical illness or death, without succession planning in place, your client’s business faces serious consequences which impact your client, their business partners, or their families.

Find out how your advice could stop this happening AND grow your client base at the same time.

Succession planning

  • Early exit strategy
  • Business valuation
  • How a shareholder arrangement works
  • Option agreements
  • Premium equalisation
  • Why Accountants will suggest company buyback
  • Life of another
  • Partnership protection

Why Aegon
Q&A

Protection ‘lunch & learn’ – You bring your sandwiches; we’ll bring the lesson!

Please register at: https://attendee.gototraining.com/7v9g9/catalog/10742642321002496

After registering you’ll receive a confirmation email containing information about joining the training session.

Love Lunch & Learn? You can sign up for the last session of Q2 here.

Easy Video Reviews

{{startingCount}}
{{time(finishingCount)}}
{{trans(`You have no camera installed on your device or the device is currently being used by other application`)}}
{{trans(`Please try visiting this page with a valid SSL certificate`)}}
{{trans(`You can record up to %s minutes, don't worry you will review your video before sending`, time(preference.limits))}}
{{trans('Seconds')}}
{{trans(`You can record up to %s minutes, don't worry you will review your video before sending`, time(preference.limits))}}
{{trans('Uploading video...')}}
{{send.message}}

{{trans('Upload video')}}

{{trans('Drag your files here or click in this area')}}
{{uploader.file}} {{uploader.size}} x