Financial Solutions for Business Owners

Sales Support MaterialSanlam Business MarketSanlam Business Market

Sanlam Business Market

“Contingent Liability Briefcase”

Financial Solutions for Business Owners

Sales Support MaterialSanlam Business MarketSanlam Business Market

Sanlam Business MarketThis 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”

The 1-2-3 of Business

Contingent LiabilitySales 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

Contingent LiabilitySales 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 1-2-3 of Business report

Contingent LiabilitySales 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

Contingent LiabilitySales 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.

Contingent LiabilitySales 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

Business Insurance Technical GuideContingent Liability Example

Business Insurance Technical GuideBenefits vs Business Insurance Needs Matrix

Contingent LiabilitySales Support – Financial Underwriting Guide

Contingent LiabilitySales Support – Financial Underwriting Questionnaire

Contingent LiabilitySales Support – Surety on the Financial Statement

Contingent LiabilitySales Support - Legal Flash Facts

The 1-2-3 of Business