At Protect Life Insurance we like to keep it simple for our clients. We have made our process straightforward and can be completed in five steps.
- Getting Started
- On our first meeting we will get to know one another and we provide you with our Financial Services Guide (FSG)
- Find out what your expectation of us and our expectation of you.
- Complete two easy documents that provide us with the necessary information to contact your super companies
- It is also important that you bring with you your driver’s licence and if possible your Tax File Number
- Analysis
- We provide you with information of your current finical situations
- Complete two easy forms that provide us with the information that is required to provide you with accurate quotes that are suited to you
- Recommendation & Implementation
- Explain to you our recommended strategy and gain approval to organise the implementation of our recommendations
- Presentation of Statement Of Advice (SOA) and any necessary Product Disclosure Statements
- Implementation
- Complete and sign off on your Authority to Proceed
- Implement the strategy
- Product applications
- Insurance applications and underwriting
- Fee Disclosure Statement
- Ongoing Advice
- Review your insurance yearly
- We contact you every year to ensure that we keep track of any changes that may have occurred
- Ensure to keep you up to date with any legislative changes