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Business protection

Support material

    • Business loan cover - questions for your clients

      A flowchart designed to help financial advisers ask the right questions to their business clients enquiring into business loan cover.

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    • Have you covered your borrowings? Loan cover from Old Mutual Wealth

      This document describes the options for business cover with Protect.

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    • Immediate cover facility for business protection

      This form is to be completed to apply for immediate cover with business assurance and key employee applications with a Protect policy.

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    • Is your business at risk?

      This document describes the options of key person or loan cover and partnership or shareholder protection with Old Mutual Wealth's life policies.

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    • Key person cover - questions for your clients

      A flowchart designed to help financial advisers ask the right questions to their business clients enquiring into key person cover.

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    • Partnership or shareholder cover - questions for your clients

      A flowchart designed to help financial advisers ask the right questions to their clients enquiring into partnership or shareholder cover.

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    • Partnership or shareholder cover - trust selector

      A flowchart designed to assist financial advisers with selecting the right trust for their clients wanting partnership or shareholder cover.

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    • Old Mutual Wealth - for quick and easy loan protection cover

      This document describes how Old Mutual Wealth have simplified their acceptance terms for business loan cover and the benefits of our immediate cover facility.

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    • Who will inherit your business? Partnership or shareholder cover

      This document discusses the benefits of partnership and shareholder cover with Protect.

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    • Key person case study

      In this case study we look at how Stadion Advice would be affected by the loss of Alexander, its principle adviser, and his daughter Chloe, their paraplanner, and what they can do to protect themselves.

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Guides and brochures

    • Getting started in the business protection market

      NEW effective from 05 November 2012 - A guide for financial advisers who are taking the first steps into the business assurance market.

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    • Protection for your corporate clients

      This guide gives both practical and technical information about ensuring that your business clients are fully protected.

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