OPTIONAL TITLE SLIDE [Delete as necessary] Financial Solutions for Business Owners Sales Support Material Sanlam Business Market “Contingent Liability.

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Presentation transcript:

OPTIONAL TITLE SLIDE [Delete as necessary] Financial Solutions for Business Owners Sales Support Material Sanlam Business Market “Contingent Liability Briefcase”

OPTIONAL TITLE SLIDE [Delete as necessary] Financial Solutions for Business Owners Sales Support Material Sanlam Business Market This presentation gives you an overview of the support material that is available to assist you in solving your business owner client’s contingent liability problem. The support material is available in English and Afrikaans and can be downloaded from the Contingent Liability briefcase or Sanport. This presentation gives you an overview of the support material that is available to assist you in solving your business owner client’s contingent liability problem. The support material is available in English and Afrikaans and can be downloaded from the Contingent Liability briefcase or Sanport. “Contingent Liability Briefcase”

TEXT SLIDE The of Business

TEXT SLIDE Contingent Liability Sales Support Material ●Why contingent liability first? ●Risk mitigating questionnaire ●Marketing one-pager ●Contingent liability podcast & articles ●Business insurance technical guide ●Financial underwriting guideline ●Financial underwriting questionnaire ●Surety on the financial statement ●Legal flash facts

TEXT SLIDE Contingent Liability Sales Support – Why Contingent Liability First? ●Business insurance needs are prioritized according to the ARTC (Allegiance Risk Type Classification) ●The prioritization process is explained in detail ●Impact on various stakeholders in the business is also explained. ●This information is also contained in the of Business report

TEXT SLIDE Contingent Liability Sales Support – Risk Mitigating Questionnaire ●This simple one-pager surfaces the business insurance needs of your business owner clients ●Contingent liability ●Buy & sell ●Key person ●Retirement provision (including employees) ●Employee benefits ●Personal will ●Estate analysis

TEXT SLIDE Contingent Liability Sales Support – Marketing one-pager This marketing one-pager highlights the contingent liability need, problem and solution. It is a concise document that can be sent to a client should they be looking for more information about this need.

TEXT SLIDE Contingent Liability Sales Support – Business Insurance Technical Guide ●Technical detail on each need −Tax implications (calculation) −Structure & example ●1-2-3 of Business ●Needs vs Benefits matrix ●Financial underwriting ●Valuation methods ●Requirements for start-ups ●Support & contact details

TEXT SLIDE Business Insurance Technical Guide Contingent Liability Example

TEXT SLIDE Business Insurance Technical Guide Benefits vs Business Insurance Needs Matrix

TEXT SLIDE Contingent Liability Sales Support – Financial Underwriting Guide

TEXT SLIDE Contingent Liability Sales Support – Financial Underwriting Questionnaire ●

TEXT SLIDE Contingent Liability Sales Support – Surety on the Financial Statement

TEXT SLIDE Contingent Liability Sales Support - Legal Flash Facts

TEXT SLIDE The of Business

CLOSING SLIDE