Using our knowledge of the protection market we help our business owner clients protect their companies and livelihoods from the impact of either themselves or certain key employees being lost to the business, either permanently or temporarily.
We are able to help clients quantify exactly what the financial consequences of certain events would be, and implement policies to insure against these risks.
Much of our work in this area also focuses on effective succession planning within businesses. Share protection policies ensure that cash is made available to purchase the shares of a company owner and move them into the correct hands in the event of their death or ill health retirement. This is backed up by robust legal agreements, which protects the interests of multiple parties and their families.
A number of PIA planners have specialist knowledge and vast experience in this valuable area of advice.