Transcript
Page 1: OPC I.T Goulburn Business xChange - Insurances - September 2014

Risk Management

Protecting yourself, your family and your business

Prue Martin, Authorised Representative, Warrington Scott Financial Consultants Pty Ltd

P: 02 4821 1788E: [email protected]: www.ws.net.au

Page 2: OPC I.T Goulburn Business xChange - Insurances - September 2014

Personal Risk Mitigation

Income Protection

Trauma/Critical Illness

Death and Total and Permanent Disablement

Page 3: OPC I.T Goulburn Business xChange - Insurances - September 2014

Other factors to consider

Tax deductibility

Ownership

Benefits upon death

Beneficiaries

Page 4: OPC I.T Goulburn Business xChange - Insurances - September 2014

Business Insurance

Key Person

Business Expenses

Buy/Sell Agreement

Page 5: OPC I.T Goulburn Business xChange - Insurances - September 2014

Why Insure?

Peace of mind

Maintain family and lifestyle in the case of a medical emergency

Protect yourself, family and business

Page 6: OPC I.T Goulburn Business xChange - Insurances - September 2014

Questions

Page 7: OPC I.T Goulburn Business xChange - Insurances - September 2014