Insurance planning is the foundation of a comprehensive financial plan and is a must before you embark on the other components like investment planning, retirement planning and estate planning.
All of us face risks of premature death, disablement, hospitalisation, surgery and long-term illness. It is the financial consequences like loss of income, medical expenses and ancillary costs that need protection.
A good protection plan comprises a combination of insurance policies possibly from a few insurance companies to cover all the risk exposures.
By doing thorough fact-finding and financial needs analysis before making recommendations, I am able to source for suitable products from the many product manufacturers and service providers available to give our clients wider choices and better value.
Like this article? Subscribe for More
Simply leave your email for more money and investment tips.