LIFE & PERSONAL INSURANCE

Life insurance forms a critical part of the financial planning process in providing financial security for your clients. A sound financial plan will encompass both wealth creation and wealth protection.

Advice Shop’s insurance specialists can help you to advise your clients on the protection they need against the financial impact of an event such as death, disablement, serious illness or injury.  Our specialists will help establish whether your client’s cover is adequate for their needs.

We can provide expertise on a range of insurance options tailored to suit your client’s requirements and personal situation, including:

• Income protection
• Life insurance
• Total and permanent disablement (TPD)
• Trauma

Advice Shop’s insurance specialists can assist in determining whether life insurance works best for your clients within their superannuation fund or outside it.  They will also help your clients to understand the definitions and policy document to avoid any complications if a claim is required to be made.

BUSINESS & GENERAL INSURANCE

Advice Shop’s general insurance specialists can help your clients manage their business and property risk to help cover their business from financial uncertainty.  With expertise on assessing risk, selecting and acquiring policies, dealing with claims and undertaking risk reviews, our specialists will ensure your client’s business can survive the unexpected.

We can help your client determine what insurance their business needs, explain the different types of business insurance available and the benefits or consequences of the different policies.

By working collaboratively with you, our specialists will help ensure your client receives the best solution that covers their insurance needs situation.