Starts at â‚¬10 per month.
In theÂ beginning – Life Insurance & Protection!
When life insurance was first introduced in the 16th century, the amount of cover needed was calculated by deciding on the economic value of the life to be insured and some guess work as to how long the person was likely to live.
With much less guess work Â that economic valuation formula works just as well today.
This valuation is still the first step inÂ decidingÂ on how much life insurance and protection is needed to have the right amount of financial protection.
The protection calculations are normally based on the potential “what if I needed” financial scenarios below…
Potential Financial Need
–Family Financial Protection (Life Insurance)
-Serious Illness Â (Serious Illness Protection)
-Business Protection Insurance (Life Insurance / Serious Illness Protection)
-Mortgage ProtectionÂ (Life Insurance)
-Inheritance Tax PlanningÂ (Life Insurance)
-Income Replacement (Income Protection Plan)
Finding Financial Solutions
Selecting the right plan is critical as they must match to customers financial priorities and the available budget; for example whenever life insurance is required it would normally be our top priority recommendation.
Making Solution Recommendations.
We follow a few simple steps, outlined below and we value our customers engagement and input in helping to find the right answers.
– Needs Analysis
– Confidential Financial Planning Report
– Product Recommendations
– “Reasons Why” Recommendations / Terms of Business
– Application Â & Policy Issued
– Scheduled Service & Reviews.
Best Advice with Allied Financial
Understanding needs and delivering the best financial solution to meet these needs is our responsibility when we look after Protection and Life insurance for our customers.
Your financial planning, protection and life insurance is in safe hands with Allied Financial.
Please use any of the links to Life Insurance & Protection Plans in the menu opposite if you need more information.