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Cara Miller has two young children and is interested in financial protection advice.  Some questions that she might consider are:

• Is it expensive?
• How does protection work?
• For what reasons would I get a pay-out from my plan?
• Can I cancel the policy and are there are any associated costs?
• How do I know how much cover I need?
• What if my child is still under 18 at the time of a pay-out? Where will the payment go?

How can we help?

💷 We can come up with tailored recommendations to find the most suitable, most comprehensive plan depending on Cara’s circumstances

💷 Recommend Family Income Benefit which would provide a regular monthly income for Cara and her dependents upon not being able to work or death

💷 Advise upon Level Term Assurance that would pay out a lump sum, which could be drawn upon as and when needed

💷 Help Cara review her existing protection as with the addition of a new-born child, her previous protection may be insufficient for her needs, and continue to do so in the future when her circumstances change again

Do you feel you would benefit from advice regarding protection?  Why not get in touch with our team of experts who cover our Dalston, Dumfries, Penrith and Workington offices.