How have we helped our clients?

Case Study 1:

Previous Policy: £48 per month

  • Joint Life Insurance & Critical Illness Cover

New Policy: £48 per month

  • Joint Life Insurance
  • Person 1 Critical Illness Cover & Life Insurance
  • Person 2 Critical Illness Cover & Life Insurance
  • Person 1 Income Protection
  • Person 2 Income Protection
  • Additional Benefits through the insurer (e.g. free 24/7 hour service)

Our client came after seeing that we offer a free review of their existing insurance policies, seeing if we could improve their levels of cover.

We were able to increase their level of cover, move them to an insurer with a higher claim payout rate and offer additional benefits, all without decreasing the level of cover they currently have.

Our client came back to us a few months later after finding out they were pregnant with their first child and wished to see if they could add Pregnancy & Children’s cover to their policy. We added Enhanced Children’s Cover for only £2.92 per month.

Insurer’s Enhanced Children’s Cover includes the equivalent of 75+ conditions, hospitalisation benefit, birth defect and child life cover.

Case Study 2:

Our client suffered a TIA (Transient Ischemic Attack) in 2019. 

In 2021, our client spoke with a different protection insurance advisor who was unable to find them any offer and was declined insurance. 

However, after speaking with our Protection Insurance Consultant, we have been able to arrange Life Insurance to cover his mortgage and Full Income Protection via a GP report. 

Myth: If you have a pre-existing medical condition, you’re not able to get life insurance. 

Contact Details:

11 Mallard Way, Mallard Way,
Crewe, CW1 6ZQ

01270 443510

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