The AIA Technical Education Centre of Excellence (TECE) team are here to share their expertise and knowledge (which covers personal and business insurance, estate planning, taxation, superannuation, social security, and benefit selling) and are here to support you in growing your business. The team have recently completely updated the AIA Insurance Tax Guide and Business Protection Fact Find.
Business Protection Fact Find
When it comes to helping your clients determine their business protection needs, it’s important to have a thorough understanding of your client’s business operations.
The ‘Business Protection Fact Find’ has been designed for use with your business clients. The fact find template will help you to understand your client’s business and provide you with an opportunity to ask them where the funds would come from if the worst were to happen. The answers to the questions can be entered into the fact find to help you provide appropriate advice.