INSURANCE PORTFOLIO REVIEW SERVICE

In today’s digital age, many professionals are paid to handle high levels of stress, whether it be meeting tight deadlines, working long and unconventional hours, or constantly being bombarded with information on their electronic devices.

It is worth noting that the most lucrative jobs often involve high levels of mental and emotional stress, rather than physical demands.

While this stress can pay off in terms of financial stability, there is always the concern that one’s health may not be able to sustain the pace in the long run.

This is why it’s crucial to have an updated insurance portfolio that provides comprehensive coverage against the health risks of modern life.

Though medical technology has advanced to detect illnesses early and improve the chances of recovery, such options often come with a hefty price tag.

DO YOU HAVE AN UPDATED INSURANCE PORTFOLIO?

Having an up-to-date insurance portfolio can give you the peace of mind to continue working at your best, knowing that you can’t have to dip into your hard-earned savings to cover medical expenses or lost income.

During my client reviews, I always ask a few key questions to assess whether their insurance coverage is adequate: 

  • Are you confident that you are prepared for a health crisis? 

  • Do your current protection plans cover your mortgage if you were to fall ill?

  • Will your insurance cover your bills and expenses if you experience a critical illness like cancer or stroke?

  • If you were to diagnosed with a critical illness in its early stages, would you need an insurance payout? 

By addressing these questions and reviewing your insurance portfolio regularly, you can ensure that you are fully prepared to weather any health challenges that may come your way. 

INSURANCE PORTFOLIO REVIEW SERVICE

If you believe your insurance portfolio needs an update, consider our Insurance Portfolio Review Service.

The review process will take approximately 45 minutes, during which I will guide you through a comprehensively analysis to address the key questions outlined earlier.

Our Insurance Portfolio Review Service is designed to provide you with expert advice without any pressure to feel obligated to make a purchase.

We offer the flexibility of either an in-person meeting or a virtual meeting over Zoom, according to your preference.

BONUS

Our Insurance Portfolio Review Service also provides a one-time compilation of all your insurance policies into an easy-to-use app, (wellnex app). This means that you can conveniently access your insurance information from anywhere, at any time.

In addition, the app comes with medical and lifetime benefits that can help you save month through preferred partner rates. These benefits include access to discounted medical services, gym memberships, wellness programs, and much more.

We strive to provide a comprehensive service that not only reviews your insurance portfolio but also helps you stay informed and in control of your health and finances. 
 
The fee for our Insurance Portfolio Review Service is a one-time payment of $100, inclusive of GST. 
 
If you are interested in this service, please fill out the form below and we will respond to you as soon as possible. 

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