Platinum Financial About Us

Protection Planning

Thinking and talking about worst-case scenarios such as death or ill-health is not easy, but it is necessary. Prolonged ill health, disability and death are all major threats to a family’s financial security. Thinking ahead about protection cover is the only way to ensure you and your family are covered should the unexpected occur. Things to consider: Is your current protection enough to cover your circumstances should the unexpected occur?

Would you be able to cope financially if you were out of work? Would your family be able to cope financially should you die?

As always, our process begins with you. We want to understand your circumstances, what is important to you, and how this would be affected should any difficult circumstanced arise. Your adviser can then provide you with expert advice on the most effective means of protection for your financial future and the long-term wellbeing of your family and recommend the best protection provisions for your circumstances. Our financial advisers can also review any plans you already have in place to ensure you have the cover required for your circumstances. We are passionate about our independence, so you can have comfort knowing that our advice is always unbiased, untainted by corporate agenda and always with your best interests in mind. The key aspects of protection planning that we can help with are: Life Assurance

Critical Illness Cover Income Protection Personal Accident & Sickness Cover

Mortgage Protection Whole of Life Cover

13

Made with FlippingBook - Online Brochure Maker