In this Expert Insights webinar, Gemma Fitzer from CAPC Mortgages delves into the crucial aspects of protection planning for both individuals and businesses. With real-life case studies and practical advice, the session highlights the importance of life cover, critical illness protection, and income protection to ensure financial security in the face of unexpected events. Attendees will gain a deeper understanding of the types of policies available, how they align with personal and business needs, and the critical role of trusts and future planning in securing long-term financial well-being. Whether you’re a business owner, self-employed professional, or someone looking to protect your loved ones, this webinar offers valuable insights to help you make informed decisions.
Key Learning Points:
- Understanding Your Protection Options:
- Gain clarity on different types of protection policies, including life cover, critical illness cover, and income protection.
- Learn how these policies can safeguard your financial future and provide peace of mind for your family and business.
- Tailoring Protection to Your Needs:
- Discover how to choose the right level of cover based on your financial commitments, business structure, and future goals.
- Explore the differences between level, decreasing, and RPI-linked policies to find the best fit for you.
- The Importance of Trusts and Estate Planning:
- Understand why placing policies in trust can ensure quick payouts and avoid probate delays.
- Learn how trusts help in reducing inheritance tax and ensuring funds are allocated as intended.
- Business Protection Strategies:
- Learn how business protection policies such as key person insurance, relevant life cover, and shareholder protection can safeguard your company’s financial stability.
- Gain insights into how these policies can support continuity planning and protect against unforeseen disruptions.
Don’t miss this opportunity to gain expert insights and take control of your financial protection!