Mr & Mrs H wanted to take out a new life insurance policy but they were struggling to find a policy that was competitively priced. Mr H was over 50 and had some health issues which resulted in some of the estimates they’d had being very expensive.
We met with Mr & Mrs H and discussed their financial situation taking into account any other policies they had in place.
It’s important that we don’t recommend or sell a policy to our clients if it’s not needed – a client may have other financial means available that they’ve not considered.
As independent financial advisers we are not tied to any one company or organisation so we were able to shop around and find a very competitively priced policy that would meet Mr & Mrs H’s needs.
Mr & Mrs H have taken up our recommendation and have a new life insurance policy in place.
They have the peace of mind knowing that they are adequately covered without having to pay high priced premiums.
QED quickly found policies with competitively priced premiums providing the exact cover we were looking for. I had estimates for life insurance for me and my husband but being over 50 with the usual health issues, this was proving very expensive. I fully expected to have to pay higher premiums but Mark quickly found policies with competitively priced premiums providing the exact cover we were looking for.
Mrs H, Huddersfield
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