Insurance Planning

[et_pb_section fullwidth=”on” specialty=”off”][et_pb_fullwidth_image admin_label=”Fullwidth Image” src=”http://staging.moneyplanners.co.nz/wp-content/uploads/2015/05/17102040447_90e764c595_k.jpg” show_in_lightbox=”off” url_new_window=”off” animation=”left” use_border_color=”off” border_color=”#ffffff” border_style=”solid” /][/et_pb_section][et_pb_section fullwidth=”off” specialty=”on”][et_pb_column type=”1_4″][et_pb_blurb admin_label=”Blurb” url_new_window=”off” use_icon=”off” icon_color=”#c4b819″ use_circle=”off” circle_color=”#c4b819″ use_circle_border=”off” circle_border_color=”#c4b819″ icon_placement=”top” animation=”top” background_layout=”light” text_orientation=”left”]

 

Individual Pieces (IP)

 

Your biggest asset is your ability to earn an income. Without that, you and your family could face financial ruin. An insurance programme structured to suit your situation and needs is the foundation of every financial plan. We take a risk management approach to creating insurance plans for our clients.

[/et_pb_blurb][/et_pb_column][et_pb_column type=”3_4″ specialty_columns=”3″][et_pb_row_inner][et_pb_column_inner type=”4_4″ saved_specialty_column_type=”3_4″][et_pb_toggle admin_label=”Toggle” title=”Insurance Planning” open=”off”]

Insurance Planning is not just about buying insurance. It is about Risk Management: Understanding the risks faced by you, your family and your business, assessing the financial impact of a risk event against alternative courses of action and developing an insurance programme to cover risks which cannot be address by other means.

[/et_pb_toggle][et_pb_toggle admin_label=”Toggle” title=”Claims Support” open=”off”]

Ultimately, the proof of any insurance programme is at claim time. For want of a better phrase; this is where the rubber hits the road and where your relationship with us pays real dividends. We will get to work to help with paperwork and ensuring claims entitlements are paid out as quickly as possible and, where necessary, we will negotiate on your behalf with the insurer.

[/et_pb_toggle][et_pb_toggle admin_label=”Toggle” title=”Monitoring and Review” open=”off”]

Too often, insurance programmes are not reviewed to assess their relevance over time. We regularly see clients whose insurances are no longer appropriate for their needs. We will contact you every year to remind you of the need to review your insurance provisions to ensure that they are still relevant to you.

[/et_pb_toggle][/et_pb_column_inner][/et_pb_row_inner][/et_pb_column][/et_pb_section]

Leave a Reply

Scroll to Top