Our 3 Components of Service

educate

1. Helping business owners understand the financial and social impacts to them, their families and their business if a life changing event occurs;

2. Demystifying and explaining definitions, terms, conditions and wording within insurance policies;;
3. Informing what types of insurances are available and what circumstances these can be used as a funding mechanism to protect a lifestyle.

action

1. Providing advice specific to a business owners individual situation to ensure their “best interests” are considered;
2. Applying for and implementing the funding mechanisms appropriate to the advice;
3. Re-educating on the financial and social impacts associated with “ life changing events”.

support

1. Managing the claims process on behalf of you or family members;
2. A single point of contact for “peace of mind” that both you and your family can rely on in the event a claim is required;
3. Someone who will listen, provide support and advice when you need it;
4. Advice and support after a claim has been made.