Personal risk management is an extremely important part of your financial planning. It can replace an income stream, settle loans, provide certainty for a surviving family, and assist in estate planning. Without the appropriate amount of life insurance you or your family could face financial disaster which could seriously impact your lifestyle and your future.
There are four types of personal insurance options to consider:
* Life Cover
* Total & Permanent Disability
* Income Protection / Salary Continuance
* Trauma Cover
To determine whether you have enough protection in place; please complete the “Life Insurance Analysis Worksheet”. Any shortfall would indicate that this is an area that needs urgent attention.
Principal Edge can assist you with your life insurance and income protection requirements and tailor a strategy to your needs. Please contact Principal Edge Client Services on (02) 9363 2900 or email us a completed copy of the worksheet with your contact details.
- Principal Edge Pty Ltd t/a Principal Edge Financial Services is an Australian Financial Serivice Licensee with an AFS License No. 225 029 -