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Succession planning

Should an owner of a business become critically ill or die, succession planning could ensure their business stays in the right hands and that their co-owners, and their family, are not financially disadvantaged. We’ve created a marketing toolkit with sales aids and tools to help you sell business protection successfully.

Letter templates:

Sales aids and guides:


Trusts and agreements:

Tools and videos


Need more information?

Please contact your usual consultant or get in touch with one of our dedicated protection specialists.

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