Watch this video to discover more about Insurance for Living…
- High quality advice on Personal Risk Insurance
- To develop strategies that meet our clients individual needs and objectives
- Maintain insurance portfolios to ensure our client has the best protection at every stage of life
- The most important part of our business is our relationship with our clients. That's why we offer a complete service package to help you define your financial needs and objectives and recommend the best products to ensure you achieve them.
Our service package includes:
- A full needs and objectives analysis to establish how we can help you meet the needs of your financial plans.
- A written assessment of your current situation and financial goals. Including a full risk assessment, strategies to limit risks to achieve your financial goals and product recommendations that will suit your needs and budget. All our recommendations are supported by up to date, thorough research.
- Implementation of any recommendations made.
- Access to a broad range of specialists to help with all aspects of your financial planning needs.
- Ongoing service of your protection portfolio to meet any changes in your situation or financial plans.
- Customer support from our administration team to help you with all your enquiries including any claims.
- Regular newsletters, client education programs and special events.
- Access to our client rewards program and to special offers from other businesses.