What is a Free Financial Review?
A free financial review will take an overview of all of your current financial policies that you are paying into. The three major benifits of a free financial review are
- To ensure that you get the best value from your current financial policies by way of cost and suitability
- To inform the customer of new products that are now available e.g. Keyman Insurance
- The cover provided meets all of your current requirements of your changed financial situation
For example, if you have taken out life cover originally as a smoker and have now ceased smoking for 12 months or more there is a strong possibility of savings.
Financial Review Examples
Changed family circumstances will also determine whether your current policies are correct and appropriate. In this example, a man who is married with a wife and child separates from his wife and marries, starting a new family. In this case it is important to ensure that there is adequate provisions made for both families.
We have also found numerous examples of business owners in the service sector who have not provided adequately or at all for the case of serious illness. In this situation their income will not be protected and the security of their family income and home would be at a significant risk.
In these and other cases a financial review can put your mind at ease. After a free independent financial review from Unique Financial Services the customer leaves with new knowledge and peace of mind that they are adequately covered, or they are aware of their financial exposures and how these risks can be dealt with.
Get Your Free Financial Review Today
Contact Unique Financial Services Ltd (as Regulated by The Central Bank of Ireland) today for your free independent financial review.
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