The job of a broker explained

Insurance is one of those things that you don’t think you need until you do. Take Peter for example. He met a broker at a dinner party one evening and got talking about whether life insurance was really worth it. After all, Peter was only 42 and his wife and two kids were in a financially stable situation. Peter was the main income earner and his wife was working part time.

July 27th, 2021Carla Gilmour
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What is Key Person/Share Purchase Insurance and who needs it?

If a business is dependent on an individual for the success of the company, then Key Person Insurance is worth considering.

A Key Person is someone who is essential to the company, for example, a member of the Senior Management team such as a CEO or CFO, or a top salesperson responsible for generating lucrative contracts for the business. It could also be the owner of a small business who has a key role to play in day-to-day management and administration.

July 21st, 2021Carla Gilmour
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