Relax!
A Protection Adviser is the most secure way to get the right insurance policy for you - Even your friends and family would agree.
Protection Insurance ensures that you and your loved ones (who rely on your income) are financially protected if you become seriously sick, severely injured, or have an untimely death.
But How Would You Know If Your Current Policy Is Still The Right Protection For You?
How Would You Know What's The Right Policy For You?
How Would You Know If Your Policy Is Structured Properly For Tax Efficiency And A Speeding Pay-Out For Your Loved Ones?
How Would You Know How Much Cover You Need?
How Would You Know How To Do All The Required Paper Work When Applying Or Making A Claim?
As your Protection Adviser, my primary focus is understanding how you aim to protect yourself and your family. After identifying your aims, I will recommend specific insurance policies that ensure that you and/or your loved ones are fully protected, along with any additional services you might need, e.g. setting up your will and trust. And this will all be done following your aims and your current situation.
But my services continue beyond there; when you're happy to proceed with the recommended insurance policies, I will oversee your application to ensure everything progresses smoothly.
Lastly, as your Protection Adviser, my services are available for a lifetime. This means I will regularly review your insurance policies and current circumstances to ensure you're fully protected and on track to achieving your aims.
Jehoiada Greene
Protection Adviser
An appointed representative of the Openwork Partnership, which the Financial Conduct Authority regulates.
How Does Having A Protection Adviser Benefit You?
You get recommended insurance policies from the most secure insurance providers in the UK.
You get the right insurance policies that meet your needs and circumstances.
You get access to insurance policies unavailable to the general public.
You get an expert to do all the tedious, complicated paperwork when you apply for your insurance policies.
You get an expert who will consistently review your policies to ensure that it's still the right one for you.
The Process I Follow: How Do I Determine The Right Policy For You?
Stage 1
Your Aims
We will establish how you aim or aspire to protect yourself and/or your family.
Stage 2
Your Requirements
I will gather relevant personal & financial information about you to establish the policies you require.
Stage 3
My Recommendations
I will then recommend specific insurance policies (Based on Your Aims and Requirements) that ensure you and/or your family are fully protected and any additional services you might need, e.g., setting up your will and trust.
Stage 4
Application Process
Once you are happy and confident that my recommended insurance policies align with your aims and help you protect yourself and/or your family, I will oversee your applications with the insurance providers to help make sure your application progresses smoothly.
Stage 5
Reviews
We will regularly meet to review your circumstances and help keep you on track with protecting yourself and your family. Ensuring that your current insurance policies meet your requirements and align with your aims.
Join me on my journey to educate people on Protection Insurance while learning who I am.
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