PROTECTION CONSULTATION
Cost: 1 hour@ €70
Income, life or mortgage…it is mind boggling sometimes!
The foundation of what we do for clients is to plan and work towards a lifestyle they envisage for themselves in the future. That means putting solid building blocks in place.
Cover that’s right for you
Income protection pays a regular sum if you can’t work due to a medium to long-term illness, injury or disability. It is designed to replace part of your income
Life assurance will pay out a lump sum or a regular income on your death.
Serious illness pays a lump sum if you are diagnosed with a serious illness or disability specifically covered by your policy.
We’ll check your existing cover and policies and suggest changes IF beneficial to you.
Why do we charge for this?
We don't charge existing clients, however if you want independent advice on what you have in place already through a work scheme or another provider or you just want to understand your cover this is the consultation for you.
- Identify if you are under or over Insured
- Implementation & activation of policies. Help you with cancelling old policies if required
- Yearly review of policies to take into account any changes in circumstances
- Full plan provided via email after consultation.
- Single or joint consult
