Breadcrumb:

Resources

Sample agreements / literature

In this section you'll find all kinds of useful information including:

  • a selection of case studies highlighting different protection solutions
  • a sample single option agreement
  • a sample double option agreement
  • draft board minutes
  • an example business protection factfind

We also have a range of guides you might find useful:

  • Underwriting limits guide
  • Definitions guide
  • Business protection technical guide
  • Key features of the business protection policy
  • Key person guide

You can also order copies by calling our customer service centre on 0845 600 1402 or you can download them from our online literature library at the AEGON Scottish Equitable Advisers website.

Download our toolkit

This part of the toolkit contains information on:

  • Sample agreements
  • Business development
  • Toolkit PDFs

Resources (PDF)