PROTECTING YOU AND
YOUR LOVED ONES
We all want to do the right thing but life can be unpredictable. You can secure peace of mind by planning ahead to protect yourself and your loved ones, should the unexpected happen. At Prism, we offer comprehensive advisory services on Life Insurance, Critical Illness Cover and Income Protection. These are essential financial tools designed to offer protection against life’s uncertainties, be it untimely death, serious illnesses, or loss of income due to unforeseen circumstances.
With Prism’s expertise, you can safeguard your own future and that of your loved ones. We ensure you’re adequately protected, come what may.
Benefits of using Prism for your Life Insurance, Critical Illness Cover, and Income Protection:
- Holistic Advice: We provide advice tailored to your unique situation, ensuring you and your loved ones get the protection you need.
- Whole of Market Research: We can access a wide range of products from both mainstream insurance providers to friendly societies, ensuring you get the best terms and rates available based on your needs and circumstances.
- Informed Decisions: We break down the complexities of insurance policies, ensuring you understand what you’re buying and why it’s important.
- No Jargon: We pride ourselves on clear and concise communication. No confusing jargon, just straightforward advice tailored to your needs.
- Digital Advantage: Our online approach means you get timely updates, efficient document processing, and the convenience of telephone or video call consultations, all tailored to fit your modern lifestyle.
- Continuous Support: Insurance needs can change over time. We offer periodic reviews to ensure your cover remains relevant and sufficient for your evolving needs.
Process/Steps Involved:
- Understanding Your Needs: Our initial consultation focuses on understanding your financial situation, dependents, health conditions, and future aspirations. This is crucial to recommending the right protection.
- Analysis and Recommendation: Based on our discussions, we analyse the market and present a tailored set of recommendations, ensuring you get the most suitable cover.
- Transparent Explanations: We explain each recommendation in detail, ensuring you understand the benefits, terms, and conditions associated with each product.
- Seamless Application Process: We handle the application and liaise with insurance providers on your behalf, making the application process smooth and efficient.
