A 44 minute watch.

Whether business protection is a core offering, you’re looking to write more or perhaps outsourcing is your approach, our two experts* explore many of the key questions raised.

Hear Alan Richardson Dip CII, head of business protection and group at LifeSearch and Malcolm Robertson, director at BQI talking about starting – and reviewing – client conversations, the benefits of looking at things holistically – from relevant life cover to executive IP, key person and shareholder insurance, EB through to private healthcare.

They cover tax efficiencies, identifying which people in the business are key, client segmentation, working with other professional partners, barriers to take-up and much more.

‘What’s your plan B, if there is a death or illness?

Alan has worked in business insurances since 1997. His idiosyncrasies found a home at LifeSearch in 2014 where he now helps nearly 100 protection advisers navigate the world of tax -efficient business protection insurance.

Malcolm has been in financial services for 18 years and fully immersed in the business protection world for the last 10. He founded BQI Group in 2018, alongside co-founders Andy Brown [not of Octo fame] and Sean Quinn.