Insurance is a powerful estate and business planning tool. However, choosing the right life insurance plan can be complex.We provide insurance advise for everything from household, motor, travel and business to more unusual items, such as classic cars, boats and caravans, and we can provide travel insurance for those with special medical conditions and any age group.
Like investments and estate plans, insurance portfolios need to be customized and expertly managed over time. As circumstances or laws change, strategies need to change. Not every life insurance advisor offers the expertise and specialized solutions that successfully manage client needs; we do. Our proven process and technical skill allows us to successfully navigate the challenging issues and provide personalized solutions.
- Conduct an analysis of your risk/needs
- Recommend the appropriate insurer to match the risk
- Only recommend financially secure and stable insurers
- Provide alternatives on your risk retention through various excess options
- Allow you to pay premiums in monthly instalments
- Provide prompt and timely servicing of your general insurance needs