The Insurance Desk
This is for our non-risk advisers who recognise that their clients have risk needs. You specialise in doing what you do well and then refer your clients to a fellow specialist.
The service is designed to assist our network of Professionals who have:
- Occasional business insurance needs.
- Key Person
- Sharepurchase
- Equity Extraction
- Debt Protection
- Succession Planning
- Managing Professional relationships
- Occasional personal insurance needs.
- Life and Traumas, DI and Medical
- Limited access to Insurance products.
'The Insurance Desk' can assist your client nation wide and/or introduce you to a local adviser who can meet with your client face-to-face.
You paint the picture of what's required and 'The Insurance Desk' will assist you throughout the process.