There can be a number of pitfalls in not having an advised life insurance program:

  • The policy may not pay you the correct amount
  • Structuring the policy incorrectly, resulting in non-payment to the beneficiaries
  • Tax inefficiencies
  • The policy definitions not matching your goals
  • Confusion at claim time
  • Excessive or insufficient cover levels
  • The full availability of cover options not offered or explained to you
  • A ‘one size fits all’ approach.

Why Advised Life Insurance?

We take into consideration your goals, objectives and life insurance needs to create a tailored package which matches your own unique personal circumstances.

In the event a claim arises, you and your family won’t be left alone to navigate the complex nature of Life Insurance claims assessment. We’ll be with you every step of the way.