Learning & Development Do you feel good about your insurance 21-08-19


Wed 21 Aug, 2019 - 9:30am

L&D Workshop: Do you feel good about your insurance?

Date: Wednesday 21 August
Time: 9.30am to 11.30am
Venue: Kāpiti Sports Turf & Pavilion, Paraparaumu
Cost: Members $25 – Non members $40

Presenters: Tracey Jones & Cecilia Farrow

Tracey Jones Insurance Excellence is focused on helping people make the best decisions about managing risks and the role of insurance to bridge financial gaps.

Tracey knows that by nature of being business owners, your wealth, assets and personal income will likely be closely linked to the success of your business. Events that disrupt your capacity to work may cause your business to falter or fail, and without planning in place, your personal wealth destroyed.

If you are an owner of a small or medium sized business, or if you provide professional services to business owners, you will benefit from attending this workshop.

The workshop will address:

  1. Why it’s important for business owners to plan to manage risks
  2. How to prioritise risks and decide what risks to insure
  3. How to create options for your business to continue in the short to medium term if you can’t work
  4. Planning for the worst-case situations to ensure your wealth and assets are protected from creditors, even if you have to shut the business down
  5. How to set up the optimal structure to protect the income you generate – what is the role of ACC and what is the role of Income Protection.

Tracey Jones Insurance Excellence is focused on helping people feel good about their personal insurance by providing clarity and certainty and, being there at claim time.

Tracey believes that insurance can be a satisfying (perhaps even enjoyable) experience. But the process is usually complicated, full of jargon, invasive and stressful. It’s shouldn’t be like this she says.

Who should attend:

  • Micro business owners: self-employed, sole traders, consultants and small to medium business owners. For example, self-employed contractors, construction industry business owners and sole traders, hairdressers, travel agents, real estate agents, accountants, doctors, lawyers, dentists, restaurant owners, mechanics
  • Professionals providing services to business owners: Chartered Accountants, accounting professionals and advisers who are proactive in ensuring their clients are properly prepared before any claim is needed. You may be the first person they call when things go wrong, so why not be involved with the planning before it happens.

About Tracey Jones

Director | Tracey Jones Insurance Excellence
Kāpiti Chamber Key Partner

Tracey Jones a

ACC and business risk planning are a specialised field. Tracey is one of the few advisers nationwide who is experienced and qualified to work with self-employed, contractors, business owners and ACC, since 2005. She was the winner of the 2017 Professional Advisers Association Judges Award for Insurance Excellence. “The experience of insurance should provide you with certainty that you have received great advice and you have a financial advisor alongside you that you trust.”

After 17 years in the industry, the most frustrating thing about my work is that I constantly see insurance set up incorrectly. It’s either outdated, overpriced, the products are not the best, or, it will no longer work at claim time because it hasn’t been reviewed and the person’s situation has changed. Most people are unfamiliar with their own insurance policies and do not have a comprehensive clear approach, or an adviser who takes time to explain it all.

I’m on a crusade to change this ..… It’s time to feel good about insurance!

A Disclosure Statement for Tracey Jones is available free of charge upon request.

About Cecilia Farrow

Managing Director | TripleJump

Tracey Jones Cecilia Farrow

Cecilia is a recognised industry leader and published writer on business risk for private companies. She has presented at numerous conferences for accountants and lawyers on business risk in private enterprise. During her 20 years in the life risk sector she has specialised in developing advice models for Business Risk.

Cecilia is a highly respected training facilitator bringing together her practical experience in the field and her prior background in industrial psychology. She was recently appointed to the board of Financial Advice New Zealand, New Zealand’s largest professional body for the advisers in the financial services sector.

About Key Partners

Key Partners have an exclusive partnership association within a specific sector. The Kāpiti Chamber values the relationship that it has with all Key Partners to work together through advocacy and representation to ‘Help Kāpiti Business Grow’.

The Kāpiti Chamber runs a Learning & Development Programme (L&D) that is planned and run by an Events Committee on behalf of the Chamber Board. The focus of the programme is on professional development for business owners and their staff and/or in response to a topical or significant areas of development for business ie law changes or informational updates etc.  Learning and development aims to improve group and individual performance by increasing and honing skills and knowledge.

To be noticed and remembered, networking is important for all businesses.

All paying events will operate a full refund seven days before any event and no refund thereafter with substitutions welcomed.  No shows will be invoiced if a fee is required yet not paid for some reason.
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