«Back to Event Calendar

ONLINE LIBRARY: Cecilia Farrow Webinar: Advice and solutions for multi owner businesses (10 May 2017)

Event Type: Online-Library
When: 11 May - 31 Dec 2017
Time: 11.00am
Venue: Online
Location: Recording Date (10 May 2017)
Provider: IFA
Contact: Andrew Gunn
andrew@ifa.org.nz
Practitioner Member Fee: $29.00
Associate Member Fee: $29.00
Affiliate Member Fee: $29.00
Non-Member Fee: $29.00
CPD Credits: 1.00 CPD HOURS
Description:  
Cecilia Farrow CLUcm
Consultant

Cecilia has had more than 20 years in the Life Risk sector and has specialized in developing advice models for Business Risk for the past 15 years.

Objectives

• Enable advisers to understand the risks faced by co-owners of a business
• Enable advisers to understand the risk management solution to create certainty for owners when shares need to be bought and sold
• Empower advisers with some questioning techniques that help to uncover the owners requirements

Content

• Risk management issues facing multi owner businesses
• Common objectives and needs of business owners on death or serious disablement
• Problems caused by inappropriate implementation of insurance
• Best practice structures and solutions