Financial Fitness Test will assess your financial position after exposure to the risk of serious illness diagnosis or your partner’s premature death. When you understand your current financial situation, then you will be able to make an inform decision about your protection insurance needs.<br /> You can’t prevent illness, but you can ensure you are financially ready for it.
If after needs assessment you will make a decision that insurance solution could improve your financial position, then I will explain to you how we could help you achieve your goals by filling all or some protection gaps. Additionally, I will explain to you how do we work and what level of service we do offer.
I need to make sure that my recommendation will fully meet your needs and expectations, therefore we need to agree on priorities and preferences. If you wish me to review your current policies I need to copy the insurance certificates to ensure my recommendation will be as accurate, as possible.
In order to create the recommendation to suit your needs, I need to understand fully your situation including your medical history. This type of information might affect terms offered by the insurance provider and therefore in case of health issues, I do research prior recommendation.
At this meeting, we will present a personalised Recommendation Report covering a summary of your needs and objectives, recommendation, and the reasons behind the advice. After you get familiar with the Recommendation Report, you will be able to make an informed decision if the presented solution is meeting your needs and expectations.