Business Life Insurance Made Simple
Business insurance conversations are some of the most valuable an adviser can have. They’re also some of the hardest to start.
Business owners are busy. Buy-sell, ownership structures and tax can feel technical. And the conversation often needs an accountant and a lawyer involved too.
That’s why we’ve created a companion to our popular Life Insurance Made Simple eBook.
Introducing Business Life Insurance Made Simple – a plain-language eBook for Australian business owners. It explains how personal risk becomes business risk, and how key person, buy-sell, business expenses and debt protection cover can help. Like the personal version, it’s deliberately agnostic, while still reinforcing the value of working with professionals.
What’s Inside?
The eBook runs over 50 pages and includes:
- Why personal risk is business risk, and the ripple effect when a key person is lost
- Key person insurance, including revenue and capital purpose
- Buy-sell insurance, and why the agreement and the funding go together
- Business expenses insurance
- Debt protection and personal guarantees
- What events can trigger a claim, and how much cover a business might need
- Ownership structures – self, cross, trust, super and company ownership
- Tax awareness (not advice) on premiums and payouts
- The “success team” – adviser, accountant and solicitor
- An 8-step implementation process, underwriting and claims
- Common myths, four case studies and a glossary
How can you use it?
- As a pre-meeting explainer for business owners
- As a follow-up after a buy-sell or key person conversation
- To share with accountant and legal referral partners
- As a conversation starter with existing clients who own a business
Want to make it your own?
We can personalise the eBook with your logo, contact details and colours – creating a clean, professional version ready to share with clients under your name.
Options for your branding start at only $220. Order both eBooks together and save 10%. Already have a branded copy of Life Insurance Made Simple? We’ll reuse your details on file, and you can get 10% off as a returning customer.
👉 Want to see how it reads? Take a look at the full eBook here: Business Life Insurance Made Simple
👉 To order your personalised version, head here: Personal Branding Order
Here are the first few pages:
General information only. This eBook is an educational resource and does not take into account any individual’s objectives, financial situation or needs.
