It’s been a typically hectic month so far in the Ascot Lloyd office. Just how we like it!
Michael phoned me last week, having browsed our website. He enquired how best to protect his young family during his mortgage term with a lump-sum protection policy.
But Michael didn’t consider that, should he die unexpectedly, his family would also lose his income. Yes they would own the house outright, but from where would the money come to pay their bills and maintain their quality of life?
After conducting a comprehensive fact find and suitability I recommended Michael a combined Mortgage Protection and Family Income Benefit plan. The lump sum would settle the mortgage and an ongoing tax-free income would clothe and feed his family until his children were no longer financially dependent.
The premium was easily affordable and Michael is now delighted that his family are well protected should anything happen to him.
Are you in a similar position to Michael, or know anyone else who is? If so, phone me today for a confidential chat on . I’ll gladly tailor your individual protection plan and research the cheapest premiums, giving you the same peace of mind as Michael.
Look out for a new blog entry in March..
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Please phone me, Allan Perry on
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