Your adviser will cover everything mentioned below:
Check your current policies to see if they are up to date and still suitable.
They will explain what level and type of cover you currently have in place.
Explain what protection your monthly premium currently provides.
Assess if your needs are still the same as they were at the time of purchase.
Understanding your needs ensures that any recommendations match your current requirements.
Search a panel of providers in front of you and explain any relevant options and costs.
Explain the benefits of trusts which ensures that there would be no avoidable delays in settlement.
If you decide to arrange a new policy everything will be carried out on your behalf following your instructions.
RightPolicy4u will only arrange a free protection review if:
Your adviser is an Appointed Representative of a firm who are authorised and regulated by the Financial Conduct Authority.
Your adviser remains impartial and is not employed by RightPolicy4u or any Insurance Company.
You are provided with a detailed and comprehensive review.
Any new advice must be clearly explained so that you can decide if it is suitable for your personal and family needs.
Your qualified adviser gives you complete control over the review from start to finish.
All decision to making is absolutely yours, and you are under no obligation to take any advice given.
The advice is given in a professional, polite and helpful manner.
We genuinely believe you and your family could benefit from the free service.