This business insurance session will help you understand succession planning and buy/sell protection needs assessment, focusing on the key elements and challenges. The session will include case studies and an interactive discussion.
Suitable for all underwriters. Claims professionals and product designers and managers may also benefit understanding the risks and challenges involved
Key learnings will include:
- Understanding succession planning and the need for buy/sell cover.
- Valuation basics and challenges and potential solutions that could be explored to help overcome them.
- Considerations for startup businesses or where investment capital is being protected.
- Supporting evidence and the need for agreements to be in place.
We will provide case study information the week before the session for those of you who would like to prepare prior to joining the session to maximise understanding and participation.