Our Protection Stories
Background
Male - Aged 49 - Business Owner - Partner with 2 children.
This individual already had Life & Critical Illness Cover in place via Legal & General when the family came to us as clients.
Event
Cancer Diagnosis & Treatment 2023.
Outcome
Giv
Background
Female - Aged 49 - Employed - No dependants.
Our client approached us back in 2020 to secure some Income Protection.
However, this was not possible at the time due to her circumstances, so our adviser thought outside the box, and discussed, that as an interim measure, we may look to secure some other options. Following discussions, we
Background
Male - Aged 45 - Employed - Married with family.
Our client had cover in place via ourselves, with both Legal & General and Royal London, to provide Financial Security for the family in the event of an unforeseen death or earlier Critical Illness.
Event
Sadly o
Background
Male - Aged 40 - Consultant - Married with 2 children.
We checked the existing Legal & General cover the individual had in place when they came on board with us, and it remained appropriate so no need to adjust / make changes.
Event
Cancer Diagnosis & Treat
Background
Male - Aged 41 - Sales Representative - Married with no dependents.
We implemented Life or Earlier Critical Illness Cover via Royal London and Life Cover with Fracture Plan attached via Zurich back in early 2020.
This individual's circumstances were changing in many ways over the months ahead and there was a desire to cease al
Background
Female - Aged 55/56 - Manufacturing Worker - Cohabiting no dependants.
Client had implemented Life & Critical Illness Cover with us many years earlier via Zurich.
Event
Cancer claim.
This diagnosis came to light with us late in the day,
Background
Male - Aged 48 - Mechanic - Married with 2 children.
Back in 2018 we meet with the client and create a package of cover that was cost effective and hit key points of cover for them.
We implemented Life & Critical Illness Cover and as part of the package with AVIVA, Fracture Cover was included (which
Background
Male - Aged 33 - Emergency Services Trainer - Married with 2 children.
Back in 2020 we meet with the clients and implemented a package of cover that was cost effective to them, supporting them in the event of Accident / Illness / Critical Illness & Death.
We implemented Income Protection as part of their package with Royal
Background
Male - Aged 33 - Lorry Driver - Co-habiting with 1 child.
Back in 2018 we meet with the clients and implemented a package of cover that was cost effective to them, supporting them in the event of Accident / Illness / Critical Illness & Death.
We implemented Income Protection as part of their package. We addressed Life &
Background
Female - Aged 50 - Administrative Worker - Married with no dependants.
We implemented Life & Critical Illness Cover via AVIVA in 2018 and Income Protection in 2020 via Exeter Friendly, to provide an element of financial support should an unforeseen event occur.
Sadly, earlier this year our client was diagnosed with cancer