In Focus: Profitable advice business  

How to give yourself the best chance of a good PII deal

  • Explain the key ingredients for a good PII deal
  • Understand how to prepare your business for a good PII deal
  • Communicate ways to reduce risk in your business
CPD
Approx.30min

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If you understand your risks and those of your clients, the management of these risks acts as foundation for a good business.

This foundation is beneficial to you and your clients and it is likely to be a great recipe for a good PII deal.

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Russell Facer is chief executive of Threesixty Services

CPD
Approx.30min

Please answer the six multiple choice questions below in order to bank your CPD. Multiple attempts are available until all questions are correctly answered.

  1. According to the author, it is better to consider what is best for your business than how to secure a good PII deal. True or false?

  2. How can advisers reduce risk in their business?

  3. Which of the following is NOT a key ingredient for a good PII deal?

  4. How can client file reviews help prepare your business for a good PII deal?

  5. According to the author, cash flow models are always right. True or false?

  6. Advisers should disclose and explain current and future business risks in their PII application. True or false?

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You have successfully answered all the questions correctly, well done!

You should now know…

  • Explain the key ingredients for a good PII deal
  • Understand how to prepare your business for a good PII deal
  • Communicate ways to reduce risk in your business

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