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The Protectionhelp Process
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1Information Gathering
In the first instance we will look to get information from you about your circumstances. This will include details of your finances and any protection you already have in place. More importantly we will explore what is important to you such as the importance of protecting your family if you can no longer work, or whether you are concerned about what will happen in the event of your death. If you are a business owner, you may also be concerned about what happens to your business if you were to fall ill or in the event of the death of a business partner.
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2The Protectionhelp Plan
Once we have details about what you are looking to achieve, we will put together a plan which will meet your aims. Once this plan is complete we will discuss this with you to make sure it is in line with your objectives and budget. If it is not, we can discuss the areas that you wish to change and agree any revisions with you.
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3Recommendation
Once we have agreed the areas that you wish to protect we will issue a formal recommendation you. As we are independent Financial Advisers, we can research the whole market to get you favourable terms and rates.
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4Implementation
If you are happy with our recommendation, we will help you to complete the required forms and set up the plan. If you proceed with any policy that we recommend we will receive a commission from the product provider. Details of this will be stated in the policy’s illustration.
