If you were building a house from scratch, you wouldn’t just get some tools, and planks of wood and start to build. You work from a plan. Designs are created, a plan is made, and goals are set and measured. All resulting in the home of your dreams. Your Business is no different. To ensure positive outcomes, most businesses are working on a plan, with goals that are measured. A key part of sound planning for any Director is ensuring certain risks are mitigated. You should want to ensure that in the event of certain situations arising, your business can either “trade on”, or “wind up” gracefully. What would happen if you lost your Key employee, what debts could be in jeopardy if revenues are impacted? What is the value of that revenue?
Insuring Your Business
Shareholder Cover
Shareholder Cover
If a fellow shareholder were to pass away and was unable to carry on in work, do you have a plan for those shares? Or are you now in business with the departed shareholder’s family/lawyer?
Business Survival Cover
Business Survival Cover
In what situation would you need your business debt to be taken care of? Is it in the event of a key person’s death/illness? Who will be calling in that debt, and who are they going to be calling?
Key Person Cover
Key Person Cover
If you or your key people cannot come to work, make sure that the money they generate can continue to flow into the business. Keep the lights on, and make sure there is a business for yourself or them to return to.
Our Process
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.
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, and 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 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.