What is it?
A proactive and forward-thinking approach to safeguarding your income, to the end that the bills are paid and your family’s lifestyle is preserved, no matter what may come.
The Process
Basic Principles/Identifying Gaps
In this initial meeting, we'll cover the core principles of income protection and how it safeguards your financial future. As time goes by, and you become more successful and/or have more children, the value you bring to your loved ones increases exponentially. This means there is that much more at stake. We'll collaborate to identify any potential gaps in your current coverage, ensuring you understand where you might be exposed.
Plan Design/Cost vs. Benefit Analysis
This session focuses on designing a tailored income protection strategy. We'll explore various solutions, examining how different products work and interact, to create a cost-efficient blend of coverage that meets your specific needs.
Applications & Underwriting
This meeting is dedicated to making your plan a reality. We'll prepare all necessary applications, review every detail, and ensure all relevant information is ready for a smooth underwriting process, getting your coverage in place efficiently.