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The most overlooked yet most valuable asset you have is your ability to produce an income. Unfortunately the people who suffer the most when something happens to you is usually your family, and your business.

The ideal first step before you make an investment, buy an asset or start any business is to consider a worst case scenario strategy and formulate a plan putting the appropriate safety nets in place. An asset protection strategy, business succession plan and an estate plan also need careful consideration.

What are the chances of it happening to me?

Every working Australian has a 1 in 3 chance of becoming disabled
for more than 3 months before turning age 65.
From the age of 34 to age 64
36% of all males & 23% of all females
will suffer from a critical illness.

The types of things to consider in constructing a risk management plan

  • Your ability to earn an income, what is it actually worth?
  • How long will your family survive without an income?
  • Debt levels and how your family will pay for them due to death or disability?
  • Can you fund the medical requirements of a critical illness?
  • Business succession plans, will the bank recall any loans you are guarantee for?
  • Can your family step in to run the business as you have done?
  • Will business partners buy out your share of the business if you died?
  • What price would they pay for it if you are not here to negotiate?
  • Is there a written agreement in place?
  • Are your assets protected from third party claims & creditors?
  • Will your beneficiaries receive exactly what you want in the most tax effective manner?

Life Insurance products can solve a number of these problems and can be a very cost effective solution as $1 in premium buys $1000’s in benefits.

We utilise research systems to compare all the products available in the market to obtain the best quality product at the most reasonable price. Last year we saved our clients up to 47% on the cost of Life insurance policies, so even if you would just like to compare your existing polices please ring for an appointment.




 

 
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