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Business Insurance Resources
Access Wealth School’s comprehensive learning resources including guides, case studies, frameworks, checklists, and presentation tools, designed to help professionals and business owners strengthen knowledge, streamline advisory conversations, and make confident protection decisions.
Advisory & Compliance Checklists
Select a business structure or search to access tailored document checklists for Keyman, Employer-Employee, Buy-Sell, and Succession planning.
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Pvt Ltd Keyman Checklist
Secure cover for key directors or technical leads to safeguard company value.
Key Documents
Board Resolution (Keyman), MoA & AoA, Keyman Consent, Audited ITRs
Pvt Ltd Employer-Employee Checklist
Implement tax-efficient employee protection and retention schemes.
Key Documents
Board Resolution, MoA & AoA, Employee Consent, Salary Slips, Audited Financials
Pvt Ltd Company Legacy Checklist
Ensure business transition and shareholder settlement continuity.
Key Documents
Shareholders' Agreement, Board Succession Plan, Wills/Trust Deeds, Share Valuations
LLP Buy-Sell Checklist
Track documentation for partner buyout arrangements under LLP structure.
Key Documents
LLP Deed, Financial Statements, Partner Consents, Valuation Report, KYC
LLP Employer-Employee Checklist
Provide compliant key talent benefits with structured LLP employee plans.
Key Documents
LLP Agreement (EE Clause), Board Resolution, Employee Consent, Proposal Forms
LLP Keyman Checklist
Protect LLP operations against sudden loss of key managing partners.
Key Documents
Keyman Resolution, LLP Deed, Keyman's Role Profile, ITRs/Audited Accounts
LLP Legacy Planning Checklist
Ensure seamless transfer of LLP partnership rights and assets to legal heirs.
Key Documents
Partnership/LLP Will, Succession Agreement, Legal Heir Consent, Valuation Cert.
Partnership Buy-Sell Checklist
Establish smooth buyout protocols for partners within a registered partnership.
Key Documents
Partnership Deed, Valuation Report, Partners' Consent, Balance Sheets, KYC
Partnership EEI Checklist
Setup document checklists for employer-sponsored cover in partnership firms.
Key Documents
Partnership Deed, Employee List, Board/Partner Resolution, Employee Consent
Partnership Keyman Checklist
Mitigate disruption by covering critical active partners in partnership firms.
Key Documents
Partners' Resolution, Partnership Deed, Key Person Profile, ITRs & Audits
Partnership Legacy Checklist
Prepare documents for family succession and smooth settlement of deceased partner.
Key Documents
Succession Agreement, Partners' Wills, Asset Valuations, Legal Rep Consent
Other Entities Keyman Checklist
Compliance checklist for Trust, HUF, or Proprietorship Keyman policies.
Key Documents
Trust Deed / HUF Declaration, Financial Records, Role Justification, ITRs
Other Entities Legacy Checklist
Estate and succession compliance for trusts, family estates (HUF) and proprietorships.
Key Documents
Family Agreement / Will, Trust Deed, Asset Appraisals, Legal Heir Declarations
Opening Call Script Vaults
Access professionally written, one-minute ready-to-use opening call scripts designed to secure advisor appointments without sounding like insurance sales.
Partnership Insurance Sales Pitch
Ready-to-use opening call scripts to secure appointments with partners by focusing on control, business continuity, and dispute prevention.
Target Entities
Partnership Firms, LLPs, Family-Run Partnership Structures
Core Pain Point
Lack of liquid funds to buyout a deceased partner's share, risking forced liquidation or hostile family integration.
Universal Rule
Never mention "policy" or "premium" initially. Focus entirely on risk containment.
Legacy Planning Sales Pitch
Opening scripts positioned as strategic planning and governance conversations, helping promoters review multigenerational clarity and control.
Target Entities
Promoter & Founder-led companies, Family Businesses, CFOs, Board Members
Core Pain Point
Postponed succession plans and lack of documentation, leading to generational conflict and loss of company control.
Universal Rule
Avoid "estate tax" or "premium". Frame as a long-term strategic governance check.
Keyman Insurance Sales Pitch
Strategic calling scripts addressing profits dependency on critical directors or technical heads to protect operations and corporate valuation.
Target Entities
Private Limited Companies, Ltd Corporations, LLPs, Promoters, CFOs
Core Pain Point
Sudden loss of a key decision maker or developer, causing drops in profits, credit lines, and company valuation.
Universal Rule
Sell curiosity and relevance. Do not quote tax sections or premium amounts on the call.
Employer-Employee Sales Pitch
Opening call vaults positioned around executive retention, leadership pipelines, and tax-efficient reward frameworks.
Target Entities
Fast-growing Private Limited Companies, Ltd Companies, HR Heads, CFOs
Core Pain Point
Losing key leaders to competitors due to standard salary structures; non-optimized tax leakages on employee benefits.
Universal Rule
Focus on retention, tenure, and governance. Avoid "death benefit" or policy details.