The first step can feel like the hardest. It’s really just a conversation. I will ask questions about your current situation, priorities, and future goals. I will also listen. This helps me identify the right risk solutions for you, and how you’d like to engage my services.
Based on the information gathered at our first meeting, I’ll take the time to analyse your options, and build a risk solution that fits your needs. I’ll also review all options across the market.
This is all about walking you through your options, based on the services you have indicated are your priorities. I’ll present options, and then work with you to mould this into a solution that fits your needs, as well as your budget.
The fun part. I’ll walk you through every step of the application process before it’s submitted. I then work with the insurance company to produce the expected underwriting outcome.
It’s very important to review your cover at least every year. Life changes, so do your needs. Never have a dollar more of cover than you need. We’ll be in touch to say hi, and find out how life is tracking.
This is what it’s all about. I will assist in your claim in any way you need me to. From helping to complete the application form, and working with the insurer to achieve the right outcome for you.