The Family & Business Risk question – Transfer or Retain?

The Family & Business Risk

question – Transfer or

RetainUsing Income Protection Insurance to hold your financial risk for you

The risk are often bigger when you’re starting outWe all have risks in our life and business to manage.

But young families and businesses are often their most vulnerable in the early years.

They need additional protection and support until they have sufficient emergency savings and assets behind them.

Start your thinking here ...

… before you chat with your financial adviser

#1

How much risk can you afford to retain yourself?

#2

How much risk should you transfer to an insurance company to hold for you?

To help you think about that, think about this ...

# 1Do others depend upon you for

financial support?

# 2Are you saving for a home or

currently renting one or buying it back off the bank?

# 3Do you have current debts bigger

than your current assets?

# 4Part of a young family or young

business (or both)!

# 5Need to protect yourself or your

family from business debts

# 6Want to be able to leave a legacy for someone you love just in case

you’re not there

So…How

much risk can you afford to retain?

And … How

much risk should

you transfer

to an insuranc

e company to hold for you?

We think about this all day,

everyday so you can benefit from

our expertiseGet in touch with me, Drew Browne