Learn. Apply. Protect your business.

Business Insurance Programs

Explore Wealth School programs covering Business Insurance, Keyman Insurance, Employee Benefits, Partnership Protection, and advanced planning. Learn through structured sessions, practical examples, and expert guidance to make confident, real-world business decisions.

Explore Our Offerings

Programs Built for Real Business Scenarios

Each program combines conceptual clarity, real-world frameworks, and practical tools designed for Indian business realities.

Fundamental

Business Protection

Business Insurance Foundations

A structured learning program designed to simplify complex concepts and build deep foundational understanding of business protection.


Key Learning Outcomes

  • Understanding the difference between Risk and Protection strategies
  • Comprehensive Keyman Insurance fundamentals and structuring
  • Employer-Employee Insurance frameworks and use cases
4–6 Hours·Self-Paced
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Advanced

EEI & Keyman Mastery

The Specialist Program (EEI & Keyman)

Master the technical nuances of Keyman and Employer-Employee Insurance schemes, including all aspects of taxation and structuring.


Key Learning Outcomes

  • Complete Scheme A vs Scheme B clarity with decision frameworks
  • Claim stage taxation and how to avoid tax leakage
  • Business continuity mapping with real Indian case studies
12 Hours·Live Masterclass
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Professional

Advisory Excellence

Advisory Excellence Workshop

Designed for insurance advisors and financial professionals to transition from product selling to risk-based advisory.


Key Learning Outcomes

  • Logic-driven advisory conversations that build trust
  • Using Wealth School calculators and tools in client meetings
  • Positioning yourself as a trusted, specialist expert
2 Days·Intensive Workshop
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Executive

Business Continuity

Business Continuity for Promoters

Focused executive coaching for business owners and promoters to deeply understand financial exposure and continuity gaps.


Key Learning Outcomes

  • Key human capital identification and protection strategies
  • Partnership transition planning and buy-sell structuring
  • Liquidity risk mapping and tax efficiency strategies
Custom·Executive Coaching
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Fundamental

Legacy & Continuity

Partnership & Succession Planning

Learn to manage risk in business partnerships and design succession strategies that safeguard the business future.


Key Learning Outcomes

  • Protection gap analysis specific to partnership structures
  • Buy-sell agreement alignment and funding strategies
  • Succession logic and valuation methodologies
Self-Paced·Coming Soon
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Advanced

Wealth Preservation

Legacy & Estate Planning for Promoters

Learn how to bridge the gap between building a business and creating a lasting, protected legacy for promoters and family-owned businesses.


Key Learning Outcomes

  • Liquidity risk mapping and maturity proceed taxation
  • Legacy protection frameworks using insurance structures
  • Estate conservation and tax-efficient wealth transfer
Custom·Executive Sessions
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