opc i.t goulburn business xchange - insurances - september 2014
Post on 02-Jun-2015
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There is a range of various insurances that you may or may not need and it can all be a little confusing figuring it all out. Prue will demystify what the main insurance options are so that you can make an informed decision about your protection. Prue has over nine years experience in the financial planning industry, she has been with Warrington Scott for more than seven of these years. Prue initially started in the Canberra office, assisted with establishment of the Sydney office, and opened the Goulburn office of Warrington Scott in February 2013. Prue is a Certified Financial Planner ® professional and has a Masters of Applied Finance majoring in Financial Planning, a Bachelor of Commerce and a United Kingdom Certificate of Financial Planning. Prue has also obtained a Diploma of Finance and Mortgage Brokering Management. Prue is an Authorised Representative and a Responsible Manager of Warrington Scott.
TRANSCRIPT
Risk Management
Protecting yourself, your family and your business
Prue Martin, Authorised Representative, Warrington Scott Financial Consultants Pty Ltd
P: 02 4821 1788E: prue@ws.net.auW: www.ws.net.au
Personal Risk Mitigation
Income Protection
Trauma/Critical Illness
Death and Total and Permanent Disablement
Other factors to consider
Tax deductibility
Ownership
Benefits upon death
Beneficiaries
Business Insurance
Key Person
Business Expenses
Buy/Sell Agreement
Why Insure?
Peace of mind
Maintain family and lifestyle in the case of a medical emergency
Protect yourself, family and business
Questions
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