Setting up a robust policy to protect your ability to earn an income? Well a lot of good insurance advisers have a similar approach which we discuss here.
Understand your needs and risks
We capture your current situation and get an understanding of what is important to you.
Policy comparison
We will compare policies in terms of technical differences across providers, to see what best fits your priorities.
Application
How you complete the application and what you disclose has an impact on future claims. We ensure you understand this and at times assist with getting any medical notes.
Offer of terms
The insurance providers will give the final offer, which may have some terms. We can check if this is fair, as we work for you not insurance companies.
Annual Check up
As your financial situation will change over time, we ensure that we keep in touch and keep your policies as suitable as possible.
Claims Support
If the unwanted should arise, we will assist you with dealing with the claims.
