Steps to Prepare for your Protection Consultation
To make the most of your upcoming protection consultation, please follow these key steps:
- Understand Your Sick Pay: Find out how long you get paid if you’re off work sick and how much you receive.
- Gather Insurance Documents: Collect any existing insurance documents or details, including “death in service” benefits. We’ll only suggest changes if it’s in your best interest.
- Come with the Right Mindset: Here’s why:
As your adviser, it’s our duty to help you protect yourself and your family against life’s unexpected events. Before your consultation, consider:
- Could your family cope financially if you or your partner passed away?
- How much income would you have if you were seriously ill and couldn’t work?
- How would your lifestyle change if you had an accident and couldn’t do the things you do today?
Think it won’t happen to you? Click here.
With expert product knowledge, we can help find the most appropriate and affordable solutions to protect your home and your family’s financial well-being if any of these events occur.
We have access to high-quality products from a range of handpicked providers known for their comprehensive coverage and proven track record in handling claims effectively.
Now that we’ve established the importance of having the right protection in place, what type of cover is best for you? Ultimately, that’s our job in your consultation, but you can also click here to view our “Guide to Insurance Protection” for more insights.
Need Help?
If you have any questions or need assistance with any of the steps, please contact your adviser or case manager before your appointment. We’re here to help ensure everything is in order for your consultation.
Click here to download Microsoft Teams for your video link appointment.
By following these steps, you will be well-prepared for your consultation, allowing us to provide you with the best advice and service possible. We look forward to assisting you with your protection needs!
