Whilst most people would never consider driving a car without motor insurance, less than a third of us insure our most important asset - our ability to earn an income.
Would your financial position be affected if you were to suffer from an illness or injury?
Most of us are underinsured and the results can be devastating for families should there be a death or serious injury.
The key benefit of insurance is to make sure that you and your family are financially supported if any such occurrences eventuate in the future. There is no set formula for establishing how much Life, TPD and/or Trauma cover to have but some key questions will help.
To find out we have developed an INSURANCE RISK TOLERANCE AFFORDABILITY QUESTIONNAIRE.
Please complete all sections to ensure that your financial insurance calculation will be as accurate as possible.
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we acknowledge the suggested insurance risk profile noted above has been generated from the answers I/we have provided.
I/we declare that I/we am/are comfortable with the risk profile(s) that I/we have been assigned and I/we understand that this will be used to assist in determining appropriate insurance strategies and affordability.
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✍Client Signature:
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📅Date of Completion:
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If you answered yes to any of the above questions, and you are unsure what to do about your insurance needs, now would be a good time for us to have a no obligation chat.
Every adviser at Future Wealth Planners understands that one of the most critical components of any comprehensive financial strategy is protecting your personal and financial wellbeing from unforeseen illness, injury, permanent incapacity, traumatic illness, or death.
Our insurances solutions include:
Over the many years we have observed the invaluable advantages a responsive and comprehensive insurance strategy can have in difficult and painful times.
We understand that it can be difficult to determine the type and level of cover you might need, let alone choosing an insurer.
With decades of experience, we are experts in working out what your needs are and recommending an insurer that is right for you.
If you would like to have a chat with one of our qualified and experienced advisers, please click on their link below:
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